U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT WASHINGTON, DC 20410-3000 OFFICE OF ADMINISTRATION OCT 1 0 2019 Mr. Austin R. Evers Executive Director American Oversight 1030 15th Street, NW Suite B255 Washington, DC 20005 RE: FOIA Control No.: 19-FI-HQ-00104 Civil Action No.: 19-cv-00912 Dear Mr. Evers: This letter is a revised first interim response to your Freedom of Information Act (FOIA) request dated and received on October 17, 2018, in which you requested all calendars or calendar entries for several Department of Housing and Urban Development political appointees. The original first interim release was issued to you on September 18, 2019. The documents within that release had formatting errors. We addressed these errors by producing the calendars in a more practical electronic format. Therefore, we are issuing this revised first interim release to replace the September 18, 2019, release. At this time, we have completed the responsiveness review and processing of 535 pages. These 535 pages cover all of Lynne Patton's calendar entries, including any attachments, from January 20, 2017, to November 14, 2018. I have determined that 299 pages are appropriate for release without excision. I have also determined that 103 pages are appropriate for release with excisions made pursuant to Exemptions 5 and 6 of the FOIA, 5 U.S.C. ? 552(b)(5) and (b)(6), and copies are enclosed. Exemption 5 pertains to certain inter- and intra-agency communications protected by the deliberative process privilege. The release of this internal information would reflect HUD's predecisional, deliberative process, and would discourage open and candid advice, recommendations, and exchanges of views within the Department, which could bring about public scrutiny of the individuals and the need to justify their tentative opinions. Exemption 6 pertains to information the release of which would constitute a clearly unwarranted invasion of the personal privacy of third parties. The interest of the general public in reviewing these portions of government documents does not outweigh the individuals' right to privacy. I have also determined that 131 pages should be withheld in full pursuant to Exemption 5 of the FOIA. These pages are protected under the deliberative process privilege. Specifically, these 131 pages are a draft Occupant Emergency Plan for the Jacob K. Javits Federal Building in New York, NY, housing the Department's Region II offices. This document is referenced on www.hud.gov AMERICAN PVERSIGHT espanol.hud.gov 2 page 368 of the enclosed package and was an attachment to one of Ms. Patton's calendar entries. Additionally, a two-page attachment associated with a calendar entry on page 176 of the enclosed package contains information of primary interest to the Department of Health and Human Services (HHS); this two-page record is being referred to HHS for additional processing and direct response to you. I am the official responsible for this determination. For your information, your FOIA request, including your identity and any information made available, is releasable to the public under subsequent FOIA requests. In responding to these requests, the Department does not release personal information, such as home address, telephone number, or Social Security number, all of which are protected from disclosure under FOIA Exemption 6. If you have questions regarding this response please contact Jason Cohen, Assistant United States Attorney, at (202) 252-2523. Sincerely, fEnclosures A--1V- Deborah Snowden Deputy Chief FOIA Officer FOIA Branch Office of the Executive Secretariat January 30, 2017 Monda 9:30 AM - 10:00 AM BH team meeting 12:00 PM - 1:00 PM Planning of Dr. Carson's Listening Tour -- OSEC Small Conf. Rm. 10210 -- Secretary's conference room HUD-18-0686-B-000001 January 31, 2017 Tuesday 12:15 PM - 1:15 PM Lunch wiShermichaeI -- TBD February 3, 2017 Frida 11:30AM -12: 00 PM team meeting Also, we will be having a team meeting tomorrow morning at 11:30 a.m. I just sent an invite to everyone. HUD-18-0686-B-000003 February 7, 2017 Tuesda 12:30 PM - 1:00 PM .. .. FW: Gov Travel Card Docs & Application Link** YOU MUST HAVE THIS CARD FOR OFFICIAL GOV TRAVEL -- see enclosed Citi Bank link and attached forms -----Original Appointment----From: Fleischer, Laura A Sent: Wednesday , February 01, 2017 5:21 PM To: Fleischer , Laura A ; Singleton , Shermichael V; Patton , Lynne M Subject: Gov Travel Card Docs & Application Link ** YOU MUST HAVE THIS CARD FOR OFFICIAL GOV TRAVEL When: Tuesday , February 07 , 2017 12:30 PM-1:00 PM (UTC-05:00 ) Eastern Time (US & Canada). Where: see enclosed Citi Bank link and attached forms Importance: High https://home.cards.citidirect.com/CommerciaICard/Cards.html?classic=2 HUD-18-0686-B-000004 February 8, 2017 Wednesda 1:30 PM - 2:30 PM In-Action Studio Tour with Bill Amos 1:30 PM - 2:00 PM Observe studio in action -- B-160 studio Hi Barbara, I will meet you at your office ---1:25pm and ride down with the group Bill 6:30 PM - 9:30 PM Dinner -- ~l (b_)(_6_ ) ---~ HUD-18-0686-B-000005 February 9, 2017 Thursda 10:30 AM - 11:15 AM Listeni.ur 11:30 AM - 12:00 PM Meeting with Deana Bass re: Data Dump@ 11:30AM -- Deana's Office, 10226 12:30 PM - 2:00 PM Lunch with Kyle Yuna ska -- Dept of Energy Meeting to go over Detroit Proposed Tour -- 10226 HUD-18-0686-B-000006 February 10, 2017 Frida 10:00 AM - 10:45 AM Coordination Call w/ City of Detroit -- 10226// Conference Call#: 1-877-336-1828; AccessCode: kb)/6) ! This meeting is confirmed for Friday, Feb. 10, 2017@10am. Let's meet in Shermichael 's office and use Conference Call#: 1-877-336-1828 ; Access Code :l(b)(6) I 12:30 PM - 1:30 PM Lunch with Rahaf Kaylani 1:30 PM - 2:30 PM This is a meeting to discuss the various invites that we have received. I am working on the list of invites and will attach it to this calendar invite before the meeting . Once I send the list and you note any invitations that are not on the list, please email it to the group. Loyedi INVITATIONS FOR REVIEW / RECOMMENDATION February 10, 2017 1. National Association of Housing and Redevelopment Officials, Speech Plenary (NAHRO ), March 27, 2017 Arlington, Virginia Recommendation: OPA/OPE: OPE Recommends CIR/IGR: Justification: Policy Priority: Housing and PIH Briefing: 2. National Affordable Housing Management Association (NAHMA) Remarks March 6, 2017 Recommendation : OPA/OPE: OPE Recommends CIR/IGR: Justification: Policy Priority : REAC, Housing Briefing: HUD-18-0686-B-000007 February 10, 2017 Continued Frida 3. Harford Memorial Baptist Church and Presbyterian Villages of Michigan, Remarks , February 27, 2017, Detroit, Michigan Recommendation : OPA/OPE: CIR/IGR: Justification: Policy Priority : Briefing: 4 . National Alliance to End Homelessness (NAEH) Annual Winter Conference, Keynote , February Recommendation: OPA/OPE: CIR/IGR: Justification: Key Stakeholder group Policy Priority: Homelessness Briefing: 5. CSH Supportive Housing Summit, Keynote, May 24 -26, 2017 Recommendation: OPA/OPE: CIR/IGR: Justification: Policy Priority : Briefing: 6. Green and Healthy Homes Initiative (GHHI), Community Visit, TBD , Baltimore MD Recommendation : OPA/OPE: CIR/IGR: Justification: Policy Priority: Briefing: 7. National Governors Association (NGA) Winters Meeting , Meetings , February 25 - 26, 2017 , Washington , DC Recommendation : OPA/OPE: CIR/IGR: Justification: Policy Priority: Briefing 8. National Association of Counties (NACo) , Remarks, February 26 & March 1, Washington , DC Recommendation : OPA/OPE: CIR/IGR: Justification: Policy Priority: HUD-18-0686-B-000008 February 10, 2017 Continued Frida Briefing 9. US Conference of Mayors , Dinner, March 1 or 2, 2017 , Washington , DC Recommendation: OPA/OPE: CIR/ IGR: Justification: Policy Priority: Briefing 5:00 PM - 6:30 PM HH @~b)(6) HUD-18-0686-B-000009 February 13, 2017 Monda 11:00AM - 12:00 PM Listening Tour -- 10226 I would like to go over each site , optics , and name for the tour. I would also like to discuss any/all missing items. Thanks 2:00 PM - 2:45 PM CONFIRMED : Conference Call w/ Baton Rouge, LA) Councilmember Tara Wicker -- Dial In#: 1-877- 336 -1 828; AccessCode: -(b-)(_ 6)_.,..... *This meeting was requested by Congressman Graves (LA-06) Office Date: 2/ 13/ 17 Time: 2:00 pm- 2 :45 pm 5 Conference Call #: 1-877-336- 1828; Access Code: ._~ b-)( _l _ __, Topics: CDBG -DR Background: Requesting a call with a HUD representative and a city councilwoman in Baton Rouge who would just like to touch base with HUD to discuss general housing initiatives after the flood. Internal Attendees: Shermichael Singleton, DCoS Lynn Patton , Senior Advisor and Director of Public Engagement Nick Ramon , ORA Region IV Victoria Barton , Congressional Liaison Stanley Hardy, CIR Stan Gimont, CDBG Tennille Parker , CDBG- DR External Attendees: HUD-18-0686-B-000010 February 13, 2017 Continued Monda Councilmember Tara Wicker (Baton Rouge , LA) Jennifer Bollinger , Legislative Assistant- Congressman Garret Graves (LA-06) 2:30 PM - 3:00 PM Meeting w/Sheila and Lynne -- COS Office 3:00 PM - 3:30 PM Team meeting -- Secretary Conference Room HUD-18-0686-B-000011 February 14, 2017 Tuesda 8:30 AM - 8:30 AM 8:30-11 :30 - Laur.+:._b_ )(_6)__ 12:30 PM - 1:30 PM Lunch with John Santucci (Cancelled) -- Fig & Olive 2:00 PM - 2:45 PM CONFIRMED: Meeting w/ CT State Senator Cassano and CT Capitol Re ion COG -- OGC Conference Room 10114// Conference Call#: 1-877-336-1828; AccessCode : (b)(6) ____. o o *This meeting was requested by Congressman Joe Courtney (CT-02) Date: 2/ 14/ 17 Time: 2:00 PM- 2:45 PM ET Location: OGC Conference Room 10114 Conference Call#: 1-877-336 -1828; Access Code :~fb_ l(6_l _~ Topics: CDBG and HOME Background (from the request): Hundreds or thousands of homes in north-central Connecticut are affected by the problem of crumbling foundations - an abnormal concentration of the mineral pyrrhotite in concrete aggregate used in poured foundations causes cracking and eventual disintegration of concrete foundations approximately 10-15 years after the construction of these homes. Last summer , Congressman Courtney received confirmation from HUD Region 1 that Community Development Block Grant and HOME Investment Partnerships Program funds may be used to pay for remediation of these homes. State Senator Cassano has requested connection to HUD staff knowledgeable especially on CDBG, including the Section 108 loan guarantee program, to discuss details of this program and its applicability to the crumbling foundations issue. Mr Wray 's municipal organization has done much research and work on this HUD-18-0686-B-000012 February 14, 2017 Continued Tuesda issue , and was recently designated by the Governor of Connecticut as a lead organization on broad home testing intended to determine the scope of the problem. Internal Attendees: Shermichael Singleton , Deputy Cos Lynne Patton , Senior Advisor and Director of Public Engagement Kristine Foye, DRA Region I (via phone ) Alanna Kabel, Hartford CT CPD Director Joel Schumacher, Congressional Liaison for Region I Stanley Hardy, CIR Stan Gimont, Acting DAS for Grant Programs Virginia Sardone, Director of Affordable Housing Programs External Attendees: Stephen Cassano, Connecticut State Senator Lyle Wray , Executive Director of the Capitol Region Council of Governments (Connecticut) 3:45 PM - 4:15 PM Re: Detroit, Ml (Check- in) -- We will call you. HUD-18-0686-B-000013 February 15, 2017 Wednesda 10:00 AM - 10:30 AM Conference call w/ the Detroit Mayor's staff -- Conference Call Dial In: 1-877-336-1828; Access Code: l(b)(6) HUD-18-0686-B-000014 February 16, 2017 Thursda 2:00 PM - 3:00 PM Meeting with Deana re: Data Dump -- Deana's office 3:00 PM - 4:00 PM HUD Black History Month Program Rehearsal -- Brooke- Mondale Auditorium Hello All, First, thanks to everyone for helping to coordinate HUD 2017 Black History Month event/Honoring the Legacy of Dr. Dorothy I. Height. I know we are all looking forward to next week's program. On Thursday , February 16th at 3p, HUD OPA and Broadcast will hold a rehearsal. At this time, we will run through the program (please see below) and make any necessary show/production adjustments. Please plan to attend. If you are unable to participate , please send a representative. If you have any questions before Thursday 's rehearsal, please email (Jovette .G.Gadson@hud .gov) or call me at 202-402-3779. All the best! Jovette HUD 2017 Black History Month Rehearsal Invitees: HUD Office of Public Affairs and Broadcast Staff: Lynne Patton , Special Advisor to the Secretary and Director of Public Engagement (HUD) Barbara Gruson , Office of Public Affairs (HUD) Michael Nason , Office of Scheduling and Advance (HUD) Annie Gribbin , Special Assistant to the Secretary (HUD) Jerry Brown , General Deputy Assistant Secretary of Public Affairs (HUD) HUD-18-0686-B-000015 February 16, 2017 Continued Thursda Jovette Gadson, Public Affairs Specialist (HUD) Bill Amos, Director of Broadcast (HUD) Scott Adams, Senior Producer (HUD) The Robert C. Weaver Chapter of Blacks in Government Representatives: Sharon Parker, President (HUD) Lawanda Young, Vice-President (HUD) Dr. Michelle Cottom , HUD BIG Advisor and Director of Diversity and Inclusion (HUD) USPS Representatives: Xhosa Bates, Director of Events (USPS) Jeff Marino, Senior Producer of Multimedia and National Events (USPS) Artis Montgomery , Special Events Coordinator (USPS) Alex Sebsibe , District of Columbia Sales Coordinator (USPS) Honoring the Legacy of Dr. Dorothy I. Height Program Run of Show (DRAFT) 1 :45p: Dr. Carson , Ms. Tillery , and Deputy Postmaster General (DPMG) Ronald Stroman hold in the Green Room. Photos will be taken with speakers and HUD BIG representatives at this time. HUD BIG representatives include President Sharon Parker, Vice President Lawanda Young , and the 2017 BHM Program Co-Chairs. 1 :55p: HUD African American Secretaries slide show plays while audience is being seated. HUD-18-0686-B-000016 February 16, 2017 Continued Thursda 2:00p: Announcer welcomes program emcee , Dr. Michelle Cottom (HUD Office of Diversity and Inclusion Director) to the stage. (HUD seal on video wall) 2:02p: Dr. Cottom delivers brief welcome and invites X-Factor Season 4 Finalist Marcus Canty to the stage to sing the Lift Every Voice and Sing. (HUD seal on video wall) 2:05p: Dr. Cottom thanks Marcus Canty and introduces Dr. Ben Carson. (HUD seal on video wall) 2:06p : Dr. Carson delivers remarks on the importance of celebrating Black History Month and the many accomplishments of African Americans. He will also speak to his relationship with Dr. Height. (HUD seal on video wall) 2:12p: Dr. Carson departs the stage. Dr. Cottom welcomes Ms. Loretta Tillery to the stage. (HUD seal on video wall) 2:13p: Ms. Tillery delivers remarks about Dr. Dorothy I. Height , the importance of her work with the National Council of Negro Women (NCNW) . (HUD seal on video wall) 2:18p: Ms. Tillery departs the stage. The Dr. Dorothy I. Height Black Heritage Stamp video plays. 2:23p: Announcer welcomes DPMG Ronald Stroman to the stage. DPMG Stroman speaks about the Black Heritage stamp series and the addition of Dr. Height to the collection. (HUD seal on wall while DPMG speaks). At the end of DPMG Stroman 's remarks , he will ask that the stamp be shown on the video wall. 2:27p: Announcer calls Dr. Carson, Ms. Tillery, and HUD BIG representatives to join DPMG Stroman on stage for pictures with the HUD-18-0686-B-000017 February 16, 2017 Continued Thursda stamp (stamp will be on the video wall). 2 :29p : Dr. Carson , Ms. Tillery, HUD BIG representatives and DPGM Stroman depart the stage. Dr. Cottom delivers brief closing remarks. (Stamp remains on the video wall) 2:30p: Program ends . Headquarters HUD staff have an opportunity to meet Dr. Carson , Ms. Tillery , and the USPS representat ive. (Stamp or event promo slide on video wall) Note : The program is officially 60 minutes in case segments run longer than expected. HUD-18-0686-B-000018 February 17, 2017 F?day ?ll Day Laura! on leave D-1 8-0686-B-00001 9 February 21, 2017 Tuesda 9:00 AM - 10:00 AM 1:00 PM - 1:30 PM Morning Meeting -- Secretary's conference room Listening tour update -- Hallway conference room We might not need the whole hour but let's circle up before the long weekend tomorrow. Thanks! 2:00 PM - 3:00 PM Honoring the Legacy of Dr. Dorothy I. Height -- Brooke- Mondale Auditorium Photo: Honoring the Legacy of Dr. Dorothy I. Height. Hosted by the Robert C. Weaver Chapter of Blacks in Government. February 21, 2017. 2 :00 p.m. ET. Brooke -Mondale Aud itorium and live via webcast. Headquarters staff may purchase the Dr. Dorothy I. Height Black Heritage Stamp immediately following the program. Dear Colleagues, Please join members of the Robert C. Weaver Chapter of Blacks in Government (HUD BIG) on Tuesday, February 21 st to celebrate Black History Month and the legacy of civil and women's rights activist Dr. Dorothy I. Height. HUD BIG will be joined by former Johns Hopkins University Director of Pediatr ic Neurosurgery and HUD Secretary-nominee Dr. Ben Carson, United States Postal Service (USPS) Deputy Postmaster General Ronald A. Stroman and National Council of Negro Women-Prince George's County Section President Loretta Tillery. The program will also include a special presentation of Dr. Height's USPS Forever Stamp, the latest offering in the Postal Service 's Black Heritage series. The event will begin at 2:00 p.m. ET. Staff in the Robert C. Weaver Building may attend the program in the Brooke -Mondale Auditorium. Regional and field office staff may view the town hall live at http ://webcast. hud. gov. HUD-18-0686-B-000020 February 21, 2017 Continued Tuesda Thank you in advance for your attendance. Office of Public Affairs HUD-18-0686-B-000021 February 22, 2017 Wednesda 10:00 AM - 10:30 AM Travel Briefing - Do's and Don'ts -- Secretary's Conference Room 11:00AM HBCU Meeting -- Secretary's Small Conference Room -12:00 PM HUD-18-0686-B-000022 February 23, 2017 Thursda 10:00 AM - 11 :00 AM Meeting with Ja'Ron Smith -- HBCU 3:00 PM - 3:30 PM Pre- Planning for Detroit Listening Session -- 10226 4:00 PM - 5:00 PM Listening tour city order discussion -- Secretary's conference room Feel free to includeothers. On Thu, Feb 23, 2017 at 4:46 AM -0800, "Kasper, Maren M" wrote: Hey team Here have is my suggestions for t he t our dates th ough t s on th e schedule below . . Let me know if you March 29 - 31 : Dallas April 12 - 14 : Miami April 26 - 28: Ohio - Cinc i nnati May 10 - 12 : Philadelphia May 24 - 26: Las Vegas J une 7- 9 : Bal ti more The one I' m not so sure a b out is Chicago - mi gh t defer t o the group to ge t t hough t s and coordinate with the Whit e House to make sure we have this ti med well . Thoughtss? Thanks, Maren We can regroup if we wan t t o discuss live. HUD-18-0686-B-000023 February 24, 2017 Frida 11:00AM - 12:00 PM OCHCO Leadership Journey Series - Featuring Towanda A. Brooks -- Brooke- Mondale Auditorium, Suites A and B, and Webcast Each of HU D's Senior Leaders has their own individual story of how they journeyed to become the leaders they are today. Some have travelled many miles , while others began their journey just down the street. Regardless , their journey has brought them to HUD to serve and lead us into the future. Please join OCHCO for our next conversat ion in the Leadership Journey Series , when we talk with Towanda A. Brooks about her journey to become the Chief Human Capital Officer. For those viewing via webcast , you may send questions in advance or during the session to LeadershipJourneySeries@HUD.gov. Webcast Link: http://Webcast.hud.gov . 12:30 PM - 1:00 PM Listening Tour - Follow -up - - Team dials Paula directly - Paula please provide the best number to reach you From: Lincoln, Paula A Sent: Wednesday , February 22, 2017 11 :51 AM To: Kasper, Maren M ; Patton , Lynne M ; Bass, Deana Cc: Greenwood , Sheila M HUD-18-0686-B-000024 February 24, 2017 Continued Frida Subject : RE: Listening Tour - Follow-up Hello Maren Yes , no problem. Please send me call-in information. Thank you Paula A. Lincoln Director HUD Center for Faith-Based & Neighborhood Partnerships From: Kasper, Maren M Sent: Tuesday , February 21, 2017 6:54 PM To: Lincoln, Paula A ; Greenwood , Sheila M ; Patton , Lynne M ; Bass, Deana Subject: RE: Listening Tour - Follow-up Hi Paula - thanks for reaching out. Do you have time to hop on the phone at 12:30pm on Friday to connect? Thanks, Maren From: Lincoln, Paula A Sent: Tuesday , February 21, 2017 4:51 PM To: Greenwood, Sheila M ; Kasper , Maren M ; Patton, Lynne M HUD-18-0686-B-000025 February 24, 2017 Continued Frida Lynne. M.Patton@hud .gov>; Bass , Deana Subject: RE: Listening Tour - Follow-up Thanks much Shelia! Much appreciated. Paula A. Lincoln Director HUD Center for Faith-Based & Neighborhood Partnerships From: Greenwood, Sheila M Sent: Tuesday , February 21, 2017 4 :50 PM To: Lincoln, Paula A ; Kasper, Maren M ; Patton, Lynne M ; Bass, Deana Subject: RE: Listening Tour - Follow-up Paula - I've put all the folks doing listening tour on this email above. Thanks for the assist! From: Lincoln, Paula A Sent: Tuesday , February 21, 2017 4:47 PM To: Greenwood , Sheila M Subject: Listen ing Tour - Follow-up Hi Shelia Hope you had a wonderful week-end! Pis tell me who will be taking on the listening tour as an assignment. I have some information that I was HUD-18-0686-B-000026 February 24, 2017 Continued Frida preparing for the proposed site visit in Detroit , Ml. Thank you! PAL 1:30 PM o 2:00 PM Social Media Meeting -- Secretary's Conference Room 2:00 PM - 2:30 PM Coffee w/Marcus Reece (Detroit/NYC/Public Private Partnerships (GNC) - Sister of Tracey Reece) HUD-18-0686-B-000027 February 25, 2017 Saturda 8:00 AM - 9:30 AM Dr. Carson Tour w/POTUS (BHM) -- National Museum of African -American History & Culture HUD-18-0686-B-000028 February 27, 2017 Monda 10:00 AM - 10:45 AM CONFIRMED: HQ Meeting w/ Alachua County (FL) -- OCG Conference Room 10114// Conference Call#: 1-877-336-1828 ; AccessCode~(b )(6) o I *This meeting was requested by Alachua County (FL) Date: 2/27/ 17 Time: 10:00 AM-10:45 AM ET HQ Meeting Location: OGG Conference Room 10114 Conference Call#: 1-877-336-1828; Access Code: ..... _) __ l(b_)(6 ___. Note: There is no Host Code needed to open the conference call. Background: Continuum of Care grants and Homlessness Assistance Internal Attendees: Norm Suchar , Director of Special Needs Assistance Programs Lynne Patton , Senior Advisor and Director of Public Engagement Joel Schumacher, CIR Christopher Taylor , FPM (by Phone) External Attendees: Ken Cornell , Chairman, Board of County Commissioners Dr. Lee Niblock , County Manager Claudia Tuck, Director, Alachua County Community Support Services (by phone) Gina Peebles, Asst. County Manager HUD-18-0686-B-000029 February 27, 2017 Continued Monda Mark Sexton, Communications Coordinator F. Marion Turner , Partner , Alcalde & Fay, County 's Washington Representative 10:30 AM - 11 :00 AM Call Kara 11:00 AM - 11 :30 AM Weekly sync -- Deana's office Does this time work for a sync? 2:00 PM - 2:30 PM Briefing regarding Bergen County ending chronic homelessness-- 7244 in Ann Oliva's office/conference room 3:45 PM - 4:00 PM Meet at 1st floor elevator bank to take Uber over to WH HUD-18-0686-B-000030 February 28, 2017 Tuesda 11:45 AM -12:15 PM Listening Tour Check -In -- SOHUD Small Conference Room 4:00 PM - 4:45 PM CONFIRMED: HQ Meeting w/ San Bernardino County (CA) -- OCG Conference Room 10114// Conference Call#: 1-877-336-1828; Access Code:l(b)( 6) o I *Th is meeting was requested by San Bernardino County Board of Supervisors Date: 2/28/ 17 Time: 4:00 PM- 4:45 PM ET HQ Location : OGG Conference Room 10114 Conference Call#: 1-877-336 -1828; Access Code:lt-b~V-5'-~ Note: There is no Host Code needed to open the conference call. Background : Continuum of Care , Veteran Homelessness, Homelessness prevention and eradication. Internal Attendees: William Snow , HUD VASH Norm Suchar , CPD/SNAPS Wayne Sauseda, Region 9 ORA Stanley Hardy, CIR Lynne Patton , Senior Advisor Joel Schumacher , CIR External Attendees: HUD-18-0686-B-000031 February 28, 2017 Continued Tuesda Dan Feliz, Potomac Partners DC Chairman Robert Lovingood Supervisor Janice Rutherford HUD-18-0686-B-000032 March 1, 2017 Wednesda 10:00 AM - 10:30 AM Meeting with President of Texas Southern University -- 4511th Street SW - Room 10226 HUD-18-0686-B-000033 March 6, 2017 Monda 9:00 AM - 11 :00 AM Briefing w/Carson re: Housing 11:00AM - 12:00 PM SES 12:00 PM - 1:00 PM (b_ )_(6_)_ __, Detroit Listening Tour Call (Final Details} -- 313-628-4201 codei .... 1:00 PM - 2:00 PM HUD Staff Meeting 2:00 PM - 4:00 PM Briefing w/Carson re: PIH 4:00 PM - 5:00 PM Briefing w/Carson re: Ethics HUD-18-0686-B-000034 March 7, 2017 Tuesda 8:00 AM - 9:00 AM 9:00 AM - 10:00 AM Coffee @ Hilton on NJ Conference Call re: Ben Carson High School (Detroit Listening Tou r) - - Dial -in: 712 - 432 -1500 , code : kb)/ 6) ! 712-432-15 00 l(b)(6) ~guest) 10:00 AM - 12:00 PM Briefing w/C arson re: CPD HUD-18-0686-B-000035 March 8, 2017 Wednesda 9:30 AM - 10:00 AM Meeting w/Mason Alexander 3:30 PM - 4:30 PM Listening tour - Dallas review -- Marens office HUD-18-0686-B-000036 March 9, 2017 Thursda 8:00 AM - 8:30 AM Call Ja'Ron 9:15 AM - 9:30 AM Laura/out of office 9:15 - 10:45 11:30AM - 12:30 PM Vetting Plan -- OGC Conf. Rm. 10114 // DIAL IN #(877) 336-1831 2:00 PM - 4:00 PM Briefing w/Carson re: OGC Access Code: ._l (b_ )_(6_ )_ __, HUD-18-0686-B-000037 March 10, 2017 Frida All Day Laura/ Out of Office (LaShena Cross will be at my desk to provide support to the exec. staff, and will pick up calls to my extension #3667) 8:00 AM - 8:30 AM Carson Call to Congratulate Bergen County re: Eradication of Chronic Homelessness @ 8: 1SAM 8:30 AM - 9:30 AM Kemp Foundation Roundtable 10:00 AM - 12:00 PM Briefing w/Carson re: Faith Based & Neighborhood Partnership 11:00 AM - 12:00 PM OCHCO Leadership Journey Series - Featuring Craig T. Clemmensen - - Brooke-Mondale Auditorium , Suites A and B and Webcast OCHCO Leadership Journey Series: Craig T. Clemmensen Each of HU D's Senior Leaders has their own individual story of how they journeyed to become the leaders they are today. Some have travelled many miles, while others began their journey just down the street. Regardless , their journey has brought them to HUD to serve and lead us into the future. Please join OCHCO for our next conversation in the Leadership Journey Series , when we talk with Craig T. Clemmensen about his journey to become a HUD Leader. For those viewing via webcast , you may send questions in advance or during the session to LeadershipJourneySeries@HUD.gov. Webcast Link: http://Webcast.hud.gov. 2:00 PM - 4:00 PM Briefing w/Carson re: Congressional/Intergovernmental Relations HUD-18-0686-B-000038 March 13, 2017 Monda 10:00 AM - 12:00 PM Briefing w/Carson re: OIG 10:00 AM - 10:45 AM CONFIRMED: HQ Meeting with the Sacramento (CA)/ Capital Region Chamber of Commerce -- 10106// Conference Call#: 1- 877 - 336 - 1828; Access Code: ~b )(6) .. I *This meeting was requested by the Sacramento (CA) / Capital Region Chamber of Commerce Date: 3/ 13/ 17 Time : 10:00 AM-10:45 MET )__ Conference Call#: 1-877-336-1828; Access Code:l~(b-)(6_ ~ Location: DSOHUD Conference Room 10106 Note: There is no Host Code needed to open the conference call. Backgrou nd: Section 8 Voucher Program , and Prevention and end homelessness in Sacramento Region with HUD's Continuum of Care and other programs ; Prioritization of turnover HUD Housing Choice Vouchers and Public Housing units to house homeless individuals and families. Internal Attendees: Milan Ozdinec, PIH William Snow , SNAPs Cherice Fraine , SNAPs Stanley Hardy, CIR Joel Schumacher, CIR Wayne Sauseda, FPM (by phone) HUD-18-0686-B-000039 March 13, 2017 Continued Monda External : The Honorable Darrell Steinberg - Mayor City of Sacramento Crystal Strait - Office of Mayor Darrell Steinberg James Conforti - President , Sutter Health Trish Rodriguez - Sr. VP/Area Manager, Kaiser Permanente Keri Thom as - Director Community & Gov't Affairs , Sutter Health Nader Halawa - Political Director, United Domestic Workers Garry Maisel - President & CEO, Western Health Advantage Jonathan Porteus - CEO, WellSpace Health William Reed - Dist. 6 Chair, United Domestic Workers of America Local3930 Jay Sales - Director, The Shop @VSP WaltWhite - Fire Chief - Sacramento Fire Dept. Chris Costamagna - Deputy Fire Chief, Sacramento Fire Department Caylan Wright - Government Affairs Dir. - Sacramento Association of Realtors Todd Harms - Deputy Fire Chief - Sacramento Metro Fire Rick Heron - Chief Marketing Officer - Western Health Advantage 10:00 AM - 10:30 AM FW: Public Affairs Staff Morning Staff Meeting -- A/S's office (dial-in details within) From: Sullivan, Brian E Sent: Monday, 27 February 2017 15:23:09 UTC To: Sullivan, Brian E; Public Affairs Headquarters Staff; Adcock, Cynthia D; Adams, Scott Cc: Liu, Hang; Gaona, Maria E; Brown, April A; Mayo, SammyE; Brandao, Elisabete T; Goodloe, Shantae M; Waite, Loyedi M; AMOS, WILLIAML; Howard, Brenton E; Savoye, Helen A; Johnson, Joanne L; N; Strothers, Letha E; Gadson, Jovette G; Hawkins, Sherrill HUD-18-0686-B-000040 March 13, 2017 Continued Monda Reinhard, David L Subject : Public Affairs Staff Morning Staff Meeting When: Monday, March 13, 2017 2:00 PM-2:30 PM. Where: A/S's office (dial-in details within) Dial - in : 877- 336-1839 ~ Access: ~l(b_)(_G_) __ HUD-18-0686-B-000041 March 14, 2017 Tuesda 9:00 AM - 10:00 AM Briefing w/Carson re: Detroit Listening Tour 10:00 AM - 12 :00 PM Briefing w/Carson re: Procurement 10:00 AM - 10 :30 AM Delta Check-in (link & conf. code enclosed) -- ** departing from DCA Delta Check-in // Confirmation:JQC2VQ https://www.delta.com/PCCOciWeb/findBy.action You can check-in on-line up to 24 hours before your flight. You may print your boarding pass at your home or office to avoid ticket counters and kiosks and go right to security. Click the Check-in button to find out more. 2:00 PM - 4:00 PM Briefing w/Carson re: CIO 2:45 PM - 3:15 PM Most Current Lxl -- (877)8 48 -7 030;l(b)(6) USA Toll-Free:(877)848 -7030 ACCESS CODE: ._f b_)(G_ ) __ _. From: Patton , Lynne M Sent: Tuesday , March 14, 2017 9:53 AM To: Bass, Deana Cc : Kasper, Maren M ; Alexander, Mason ; Johnson, Jasmine S ; Nason, Michael C ; Miranda, Cristian A Subject: Re: Most Current LxL Works for me. Kindly advise as to the dial-in! I don't have one yet. .. Lynne M. Patton Senior Advisor to the Secretary & Director of Public Liaison U.S. Department of Housing & Urban Development HUD-18-0686-B-000042 March 14, 2017 Continued Tuesda E: lynne.m.patton@hud.gov 0: 202-402-8252 On Mar 14, 2017, at 9:43 AM , Bass, Deana wrote: Works for me. Get Outlook for iOS On Tue , Mar 14, 2017 at 9:40 AM -0400 , "Kasper , Maren M" wrote: 2:45? I have a 2pm. From: Bass, Deana Sent: Tuesday , March 14, 2017 9:39 AM To: Patton , Lynne M ; Kasper, Maren M ; Alexander , Mason ; Johnson , Jasmine S ; Nason , Michael C ; Miranda, Cristian A Subject: Re: Most Current LxL Lynne and I have a call at 1:30p. Would 2p work? db Get Outlook for iOS HUD-18-0686-B-000043 March 14, 2017 Continued Tuesda On Tue , Mar 14, 2017 at 9:35 AM -0400, "Alexander, Mason" wrote: That would be perfect! My last meeting is at 12 today. Kindest Regards , Mason Alexander Special Assistant in the Office of Administration US Department of Housing and Urban Development 451 7th Street, SW Washington , DC 2041 O Office: 202 402 -5968 Cell: (b)( 6) * This email was sent by a mobile device. Please excuse any grammar or misspellings. On Tue , Mar 14, 2017 at 9:35 AM -0400 , "Kasper , Maren M" wrote: Hi Mason , Thanks for this! How about a call at 1:30 today to do a check in? Best, Maren From: Alexander, Mason Sent: Monday, March 13, 2017 7:53 PM To: Bass, Deana ; Patton, Lynne M ; Nason , Michael C HUD-18-0686-B-000044 March 14, 2017 Continued ITuesday Michael.C.Nason@hud.gov >; Johnson , Jasmine S ; Miranda, Cristian A ; Kasper , Maren M Subject : Most Current Lxl Just making sure we are all working off the most current Lxl for Detroit, which is attached . There is going to be a change for the lunch venue for the CDBG lunch. We are in the process of locking in a new location and will have that for everyone tomorrow. Please let Lynne or myself know if you have any questions. The walk through today went great. Is there a time tomorrow that would work for everyone to do a call so I can give an update. Kindest Regards, Mason Alexander Special Assistant in the Office of Administration US Department of Housing and Urban Development 451 7fh Street, SW Washington, DC 20410 Office: (202) 402-5968 Cell:I ~(b_)(G_ ) ___ 3:00 PM - 3:45 PM ~ Canceled: HOLD: HQ Meeting with Brea (CA) -- TBD / /Conference Call #: 1-877-336-1828 ; Access Code: ~ *This meeting was requested by the City of Brea (CA) HUD-18-0686-B-000045 March 14, 2017 Continued Tuesda Date: 3/ 14/ 17 Time: 3:00 PM- 3:45 PM ET HQ Location : OPA Conference Room 10155 )(G_ l __ Conference Call#: 1-877-336-1828; Access Code:~rb_ ~ Note: There is no Host Code needed to open the conference call. Background : Councilmembers from Brea have identified a need for more senior housing in the City of Brea, and would like to talk to HUD about what programs, if any, are out there and what the overarching policy is regarding senior housing. They know that HUD leadership is in flux and there's a brand new secretary , so they're aware that there may not be clear info you can give them on future direction. They would be happy to have an informational meeting to discuss what HUD has done in the past in that area and how the councilmembers can be helpful or provide information about Brea. Internal Attendees: Wayne Sauseda, FPM (by Phone) Housing? Lynne Patton , Senior Advisor Joel Schumacher , CIR External Attendees : Mayor Cecilia Hupp, Councilmember Marty Simonof City Manager Bill Gallardo TPA Senior Associate Cori Williams HUD-18-0686-B-000046 March 14, 2017 Continued Tuesday TPA Associate Laura Kroeger March 15, 2017 Wednesda ~ 12:00 AM - 12:00 AM Detroit FOD Mike Polsinelli #202 746 3430/ personal cell ,it:~b)(6_)__ 12:00 AM - 12:00 AM Mason A. #t._b_)(_6)__ 12:00 AM - 12:00 AM Official Travel/SOHUD Listening Tour, Detroit 12:00 AM - 12:00 AM Region 5 DRA Jim Cunningham 9:30 AM -11:15 AM 9:30 Flight Delta 743 to Detroit (DTW) Confirmation#: JQC2VQ 10:00 AM - 10:40 AM CONFIRMED: HQ Meeting with the Cit of Rochester (NY) o. 10114// Conference Call#: 1-877-336- 1828; AccessCode: (b)(6) ~I HUD Cell/ Mike Nason #j(._b_ )(_6)__ # l~ (b_)(_6)_~ICell / Personal ~IHUD Cell ~.... (b_)(_6)__ ~ .. *Th is meeting was requested by the City of Rochester (NY) Date: 3/15/ 17 Time: 10:00 AM- 10:45 AM ET HQ Location: OCG Conference Room 10114 Conference Call#: 1-877-336 -1828; Access Code:.__~b)(6_) _ __. Note: There is no Host Code needed to open the conference call. Background: (1) Making CDBG more flexible to allow for greater opportunity to help diversify (particularly income) neighborhoods (recognizing there are statutory constraints); (2) Public Services Cap limits (the 15% PSC makes it difficult to provide much needed services to community); (3) training opportunities for new staff; annual allocation-decreases over the years with the same amount of reporting , documentation ; (4) earlier allocation notifications; and HUD-18-0686-B-000048 March 15, 2017 Continued Wednesda (5) involvement in policy changes. Internal Attendees: Mirza Orriols, FPM (by Phone) Stan Gimont, Acting DAS of Block Grant Programs Stanley Hardy, CIR Lynne Patton, Senior Advisor Joel Schumacher , CIR External Attendees: Baye Muhammad, Commissioner of Rochester 's Neighborhood and Business Development Department Susan Lent, Partner, Akin Gump Strauss Hauer & Feld LLP 4:00 PM - 4:30 PM CONFIRMED: HQ meeting with Burbank (CA) Councilmember Gordon -- 10155//Conference Call #: 1-877-33 6- 1828; AccessCodei(b)(6) o I *This meeting was requested by the City of Burbank (CA) Date: 3/15/ 17 Time: 4:00 PM- 4:30 PM ET HQ Location : OPA Conference Room 10155 Conference Call#: 1-877-336-1828 ; Access Code:l~(b_)(G_ )_~ Note: There is no Host Code needed to open the conference call. Background: Councilman David Gordon is interested in HUD's affordable housing HUD-18-0686-B-000049 March 15, 2017 Continued Wednesda program(s) and the CDBG program. The City of Burbank is considering a number of approaches to provide affordable /attainable housing in light of the expensive housing market that dominates the City. Burbank has approx. 600 acres under study , the "Golden State Specific Plan" study, just east of the Hollywood Burbank Airport. Part of this study is looking into the possibility of designating about 100 acres as an "affordable housing zone." Specialized zoning would apply to allow for denser , more compact to own and rent housing that would be privately constructed but would require in exchange for permission to build in the affordable housing zone , certain proportions of the newly built rental units for low and moderate income residents . To own homes would contain covenants to link house price appreciation to either a small , fixed rate percentage annually or tied to an index like the COL. This would ensure affordability over time. This new housing zone would not just be for low income folks, but for workforce housing, senior housing and first time/starter home buying families. Councilman Gordon would like to explore any federal financial assistance to support these new housing options. Internal Attendees: Wayne Sauseda, FPM (by Phone) Stan Gimont, CPD Virginia Sardone, CPD Lynne Patton , Senior Advisor Joel Schumacher , CIR External Attendees: Councilman David Gordon , City of Burbank, California Jamie Jones , David Turch & Associates HUD-18-0686-B-000050 March 16, 2017 Thursda All Day Detroit FOD Mike Polsinelli #202 746 34 30/ personal cell ~(b)(6) Please See Above .__ __ ~1 HUD Cell/ Mike Nason #~l (b~)(~6)__ Please See Above ____. ~iHUD Cell All Day Mason A. #F ~b_)(_6)__ All Day Official Travel/SOHUD Listening Tour, Detroit Please See Above All Day Region 5 DRA Jim Cunningham #Kb)(6) lcell / Personal ~(b)(6) Please See Above ~---~ 5:30 PM - 6:00 PM Delta Check-in// Confirmation: JQC2VQ ** Link enclosed Delta Check-in // Confirmation:JQC2VQ https://www.delta.com/PCCOciWeb/findBy.action You can check -in on-line up to 24 hours before your flight. You may print your boarding pass at your home or office to avoid ticket counters and kiosks and go right to security. Click the Check-in button to find out more. HUD-18-0686-B-000051 March 17, 2017 Frida ~ personal cell #i{b )(6) Please See Above ~---~ 12:00 AM - 12:00 AM Detroit FOD Mike Polsinelli #!ib\/6) 12:0 0 AM - 12:00 AM Mason A.11!.,_ (b....,_ ).,_ (6..:.. ) __ 12:00 AM - 12 :00 AM Official Travel/SOHUD Listening Tour, Detroit Please See Above 12:00 AM - 12 :00 AM Region 5 DRA Jim Cunningham _.IHUD Cell/ Mike Nason *b )(6) !HUD Cell __ _. Please See Abov"-e-'-'-....;.._ # l(b)(6) Fell/ Personal *b )(6) Please See Above 5:30 PM - 7:00 PM ~---~ 5:30 Flight Delta 858 to DC (DCA) Confirmation# : JQC2VQ -- Same flight as all HUD staff HUD-18-0686-B-000052 March 21, 2017 Tuesda 9:00 AM - 9:30 AM Holding for Mattie Parker (Dallas Mayor's Office) 1:00 PM - 2:00 PM Holding for Miami HUD-18-0686-B-000053 March 22, 2017 Wednesday 8:13!) AM - 9:30 am Breakfast Meeting March 23, 2017 Thursda 12:30 PM - 1:00 PM CONFIRMED: Coordination Call with Cindy Craine from MDHA -- Office next to Lynnes Dial her at 817-991-9127 HUD-18-0686-B-000055 March 24, 2017 Frida 11:00AM -12:00 PM OCHCO Leadership Journey Series - Featuring Janet Golrick -- Brooke-Mondale Auditorium , Suites A&B and Webcast OCHCO Leadership Journey Series: Janet Golrick Each of HU D's Senior Leaders has their own individual story of how they journeyed to become the leaders they are today. Some have travelled many miles, while others began their journey just down the street. Regardles s, their journey has brought them to HUD to serve and lead us into the future. Please join OCHCO for our next conversation in the Leader ship Journey Series , when we talk with Janet M. Golrick, Acting Deputy Secretary, about her journey to become a HUD Leader . For those viewing via webcast, you may send questions in advance or during the session to Leadersh ipJourneySeries@ HUD.gov. Webcast Link: http://Webcast.hud.gov. 1:00 PM - 2:00 PM William Russell HUD-18-0686-B-000056 March 28, 2017 Tuesda 8:30 AM - 9:30 AM NAHREP -- 2800 Pennsylvania Avenue NW , Washington, DC 20007 3:30 PM - 4:00 PM List Review -- Maren ' s office HUD-18-0686-B-000057 March 29, 2017 Wednesda 12:00 AM - 12:00 AM Mason A. #~~b_ )(G_ )_~IHUD Cell/ Mike Nason ~,_b_ )(6_ )_ 11:00AM - 12:00 PM 2017 Women 's History Month Honoree Ceremony -- Brooke-Mondale Auditorium _.IHUD Cell Dear Colleagues, Please join the Widening Opportunities for Women Chapter of Federally Employed Women (W.O.W.- FEW) on Wednesday, March 29th for the 2017 Women's History Month Honoree Ceremony in celebration of Women 's History Month. The ceremony will recognize several dedicated and trailblazing women who tirelessly work to fulfill HUD's mission. W.O.W. -FEW will be joined by distinguished guests Mrs. Candy Carson and Fox 5 DC Anchor Shawn Yancy to mark the special occasion. The program will conclude with a reception for the 2017 Women 's History Month honorees. The event will begin at 11 :00 a.m. EDT. Staff in the Robert C. Weaver Building may attend the program in the Brooke-Mondale Auditorium. Regional and field office staff may view the program live at http ://webcast. hud. gov. Thank you in advance for your attendance. Office of Public Affairs HUD-18-0686-B-000058 March 30, 2017 Thursda All Day Mason A. #l(b)(6) "---''---'----' 3:00 PM - 3:30 PM Hyatt Regency Dallas at Reunion// !HUD Cell/ Mike Nason #j"(b...;. )"'(6..:.. ) __ Please See Above _.IHUD Cell Conf. HY0039198681 -- 300 Reunion Blvd. Dallas #214-651-1234 HUD-18-0686-B-000059 March 31, 2017 Frida 12:00 AM - 12:00 AM Mason A. #l(b)(6) ,.__ __ I HUD Cell/ Mike Nason tij{b)(6) ___. Please See Abov.._e ___ ~UD Cell ___. HUD-18-0686-B-000060 April 3, 2017 Monda 12:00 PM - 1:00 PM NLIHC w/SOHUD 4:00 PM - 5:00 PM Miami Draft Meeting -- Shermichael's Old Office (Suite 10226) HUD-18-0686-B-000061 April 4, 2017 Tuesda 11:00 AM - 11 :30 AM Faith Based Call iith Rrn Van Wys & Ryan Schmidt -- Conf. Line #877- 848-7030 ACCESSCODE: l(b )(6) HOST: (b )(6) I IHOST:fb )(6) I 2:00 PM - 3:00 PM Family First Conference Call -- Conf. Line #877 - 848 -7030 ACCESSCODE:~b)(6) 3:00 PM - 4:00 PM Oklahoma City -- OSEC Small Conf . Rm. 10210 // DIAL-IN #877- 848-7030 CODE:kb)(6) ~3:00 EST) HUD-18-0686-B-000062 April 5, 2017 Wednesday 10:30 11M - 11:00 AM Mtg. w?erry Giliman -- 10226 April 6, 2017 Thursda 11:00 AM - 11 :30 AM HUD Listening Tour, Miami - SBA call -- 10226/ DIAL IN # #877- 848-7030 CODE:l(b)(6) HUD-18-0686-B-000064 April 7, 2017 Frida 9:30 AM - 10:00 AM Meeting with Mason & Victoria re: Jacksonville -- Lynne 's Office (so I can type into Lxl) HUD-18-0686-B-000065 April 11, 2017 Tuesday 12:00 AM -12:00 AM April 12, 2017 Wednesday ?ll Day Please See Above April 13, 2017 Thursday ?ll Day Please See Above April 14, 2017 Frida 12:00 AM - 12:00 AM Please See Above 8:30 AM - 11 :30 AM 8:40 American Airlines # 1533 // Confirmation: NBCJWG -- Miami to DCA American Airlines 1533 Departure: 08:40 AM Seat:19D (Confirmed) Change Seat Miami Intl (MIA) Duration: 2 hours, 34 minutes Nonstop Arrival: 11 :14 AM Ronald Reagan National Arpt (DCA) Terminal:C Confirmation: NBCJWG HUD-18-0686-B-000069 April 18, 2017 Tuesda 12:30 PM - 1:30 PM 12:40 (CST) - 1:30 American Airlines #1557 //Confirmation: PLSKYE American Airlines 1557 Departure : 12:40 PM Seat:No seat assignment Select Seat We were unable to confirm a seat assignment . Click on "Select Seat" to view the seat map and manually select your seat. Dallas Ft Worth Intl (DFW ) Duration : 58 minutes Nonstop Arrival: 01 :38 PM Will Rogers World Arpt (OKC) Confirmation : PLSKYE Status: Confirmed 3:00 PM - 3:30 PM The Skirvin Hilton Oklahoma City II Confirmation: 3333175266 #405 - 272 -3040 -- 1 Park Ave, Oklahoma City The Skirvin Hilton Oklahoma City ChangeCancel 1 Park Ave Oklahoma City, Oklahoma , 73102 us 405-272-3040 Checking In: Tue Apr 18 15:00 Room 1, Days 1, Guests 1 Checking Out: Wed Apr 19 12:00 Confirmation: 3333175266 NON SMKING CONF Status :Confirmed HUD-18-0686-B-000070 April 19, 2017 Wednesda 2:30 PM - 3:30 PM 2:25 - 3:30 American Airlines #1557 // Confirmation: PLSKYE-- OKC - DFW American Airlines 1557 Departure: 02:25 PM Seat:No seat assignment Select Seat We were unable to confirm a seat assignment. Click on "Select Seat" to view the seat map and manually select your seat. Will Rogers World Arpt (OKC) Duration: 1 hour, 4 minutes Nonstop Arrival: 03:29 PM Dallas Ft Worth Intl (DFW) Confirmation: PLSKYE Status: Confirmed HUD-18-0686-B-000071 April 20, 2017 Thursda 10:00 AM - 10:30 AM NUL/Marc Morial Debrief with SOHUD -- SOHUD Office 11:45 AM - 1:00 PM Lunch 2:30 PM - 3:00 PM ** MIAMI & OK RECIEPTSTO LAURA * * Thank you! 4:45 PM - 5:15 PM William 's Send-off -- Secretary's Conference Room Folks, As fate would have it, William will be leaving us tofb )(G) (b)(6) (b)(G) e are ost1ng a sen -o heads back to l(b)(G) all there! ~--------~ -Alex HUD-18-0686-B-000072 April 25, 2017 Tuesda 9:30 AM - 10:00 AM emai lAARP 2:00 PM - 2:30 PM Mothers from Puerto Rico -- Sharon Parker/Rev. Moya HUD-18-0686-B-000073 April 26, 2017 Wednes d a 12:00 AM - 12:00 AM Listening Tour, Columbus OH 12:00 AM - 12:00 AM Lynne Patton/ SOHUD Listening Tour, Columbus OH 12:00 AM - 12:00 AM Tom Leach, HUD Columbus Office FOD #740-407-7856 7:30 AM - 9 :00 AM 7:43 American Airlines #4395 //Confirmation : WIWGRJ -- DCA - Columbus American Airlines 4395 Operated by: REPUBLIC AIRLINES AS AMERICAN EAGLE Departure: 07:43 AM Seat:13A (Confirmed) Ronald Reagan National Arpt (DCA) Terminal:C Duration : 1 hour, 25 minutes Nonstop Arrival: 09 :08 AM Port Columbus Intl Arpt (CMH) Confirmation: WIWGRJ Status: Confirmed Additional Details Aircraft: E-175 Distance : 322 miles E-Ticket Emissions: 138.5 lbs CO2 Cabin : Economy (Y) HUD-18-0686-B-000074 April 27, 2017 Thursda All Day Listening Tour, Columbus OH Please See Above All Day Lynne Patton/ SOHUD Listening Tour, Columbus OH Please See Above All Day Tom Leach, HUD Columbus Office FOD #740-407-7856 Please See Above 1:30 PM . 2:00 PM SOHUD Meeting Request Reviewo . Secretary's Small Conference Room 3:00 PM . 4:00 PM FW: Ja'Ron and Deana M eeting o. HUD From: Smith, Ja'Ron K. EOP/WHO Sent: Wednesday,April 19, 2017 8:27:37 AM (UTC-05:00) Eastern Time (US & Canada) To: Smith, Ja'Ron K. EOP/WHO;Bass, Deana Subject: Ja'Ron and Deana Meeting When: Thursday, April 27, 2017 3:00 PM-4:00 PM. Where: HUD 3:00 PM . 3:30 PM Hilton Garden Inn Columbus- University// Confirmation Number: 3340159768 Road, Columbus #614-263-7200 o. 3232 Olentangy River http:// res2.hilton.com /webservices /echoengine/T.aspx?l=G 0 2298414 1460761 295760855 &u=aHR0cCUzYSUyZiUyZmhpbHRvbmdhcmRlbmlubjMuaGlsdG9ulmNv bSUyZmVuJT JmaW5kZXguaHRtbCUzZldULm1 jX2IkJTNkRVBFTUdJUm VzY29uZkVO&t=228 http:// res2.hilton.com /webservices /echoengine /imp G 2298414 0 295760855.gif http://echo.epsilon.com /webservices /echoengine /img 1519635.png http://echo.epsilon .com/webservices /echoengine /img 1519636.png Hilton Garden Inn Columbus-University Area 3232 Olentangy River Road, Columbus, OH 43202 T: 1 614-263-7200 http:// res2.hilton.com /webservices /echoengine /imp G 2400033 0 295760855.gif Apr. 27, 2017-Apr.28, 2017 Confirmation Number: 3340159768 http:// res2.hilton.com /webservices /echoengine /imp G 2382056 0 295760855.gif http ://res2.hi1ton.com/webservices /echoengine/T.aspx?l =G 0 2393400 241504 295760855 &u=aHR0cHMIM2EIMmYIMmZzZWN1 cmUzlmhpbHRvbi5jb20IMmZlbl9V UyUyZmdpJT JmcmVzZXJ2YXRpb24IMmZmaW5kJT JmcGFzc2I2ZUZpb mQuaHRtJTNmV1 QubWNfaWQIM2RFUEVNR0ISZXNjb25mRU4IMjZjb25 HUD-18-0686-B-000075 April 27, 2017 Continued Thursda maXJtYXRpb25OdW 1iZXI IM2QzMzQwMTU5NzY 4JTl2bG FzdE5hbWVPc kNDTGFzdEZvdXJEaWdpdHMIM2RQYXR0b24=&t=228 UPDATE http://res2.hilton.com /webservices /echoengine/imp G 2393400 0 295760855.gif Lynne Patton, see you on Apr 27, 2017 http:// res2.hilton.com /webservices /echoengine/T.aspx?l=G 0 2363315 3636691 295760855 &u=aHR0cHMIM2EIMmYIMmZoaWx0b25nYXJkZW5pbm4uaGlsdG9ud2I maS5jb20IMmZDTUhVQUdJX2NvbmYIMmYIM2ZXVC5tY19pZCUzZEVQ RU1 HSVJlc2NvbmZFTiUyNnV0bV9zb3VyY2UIM2Rjb25maXJtYXRpb24tZ W1 haWwlMjZ1 dG1 fbWVkaXVtJTNkZW1 haWwlMjZ1 dG1 fY2FtcGFpZ24I M2RoaWx0b24tZW1 haWwtcmV0YXJnZXO=&t=228 http://echo.epsilon.com /webservices /echoengine /img 1535889.jpg http:// res2.hilton.com /webservices /echoengine/T.aspx?l =G 0 2310477 3519445 295760855 &u=aHR0cCUzYSUyZiUyZmhpbHRvbmdhcmRlbmlubjMuaGlsdG9ulmNv bSUyZmVuJT JmaG90ZWxzJT JmQUEIMmZDTUhVQSUyZm1 hcHMtZGly H ZWN0aW9ucyUyZmluZGV4Lmh0bWwlM2ZXVC5tY19pZCUzZEVQRU1 SVJlc2NvbmZFTq==&t=228 http:// res2.hilton.com /webservices /echoengine/T.aspx?l=G 0 2290396 112085 295760855 &u=aHR0cCUzYSUyZiUyZmhpbHRvbmdhcmRlbmlubi5oaWx0b24uY29tJ TJmZW4IMmZnaSUyZmhvdGVscyUyZmRpbmluZy5qaHRtbCUzZldULm1 jX2IkJTNkRVBFTUdJUmVzY29uZkVOJTl2Y3R5aG9jbiUzZENNSFVBR0k =&t=228 http:// res2.hilton.com /webservices /echoengine/T.aspx?l=G 0 2310506 3519481 295760855 &u=aHR0cCUzYSUyZiUyZmhpbHRvbmdhcmRlbmlubjMuaGlsdG9ulmNv bSUyZmVuJT JmaG90ZWxzJT JmQUEIMmZDTUhVQSUyZmFib3V0JT Jm YW1lbml0aWVzlmh0bWwlM2ZXVC5tY19pZCUzZEVQRU1 HSVJlc2Nvb mZFTg==&t=228 http://echo.epsilon.com /webservices /echoengine /img 1535357.jpg Your Room Information: 1 KING BED, Non-Smoking Rooms: 1 Guests: 1 Adult Check In: Apr 27 3:00 PM Check Out: Apr 28 12:00 PM Your Plan Information: GOVERNMENT HUD-18-0686-B-000076 April 27, 2017 Continued Thursda Rate per night : 115.00 USO Total for Stay per Room Rate: 115.00 USO Taxes: 20.13 USO Total: 135.13 USO Total for Stay : 135.13 USD http://res2.hilton.com/webservices/echoengine/imp 295760855.gif G 2388750 0 http://res2.hilton.com/webservices/echoengine/imp G 2382083 0 295760855.gif http://echo.epsilon.com/webservices/echoengine/img 1566690.png http://echo.epsilon.com/webservices/echoengine/img 1555626.gif http://echo.epsilon.com/webservices/echoengine/img 1559675.png http://echo.epsilon.com/webservices/echoengine/img 1525557.gif Start Earning Free Hotel Stays. 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Text 2HiltonApp to 55000 to download our app With features like Choose Your Room, Digital Key & Order Ahead, traveling with Hilton has never been easier! http://res2.hilton.com/webservices/echoengine/T.aspx?l=G 0 2393170 2135723 295760855 &u=aHR0cHMIM2EIMmYIMmZwbGF5Lmdvb2dsZS5jb20IMmZzdG9yZSU yZmFwcHMIMmZkZXRhaWxzJTNmV1 QubWNfaWQIM2RFUEVNR0ISZX Njb25mRU4IMjZpZCUzZGNvbS5oaWx0b24uYW5kcm9pZC5oaG9ub3Jz &t=228 http://res2.hilton.com/webservices/echoengine/T.aspx?l=G 0 2393170 3323185 295760855 &u=aHR0cHMIM2EIMmYIMmZpdHVuZXMuYXBwbGUuY29tJT JmYXBwJ TJmYXBwbGUtc3RvcmUIMmZpZOYzNTE1 MOA2NiUzZldULm1 jX2IkJTNk HUD-18-0686-B-000077 April 27, 2017 Continued Thursda RVB FTUdJ Um VzY29uZkVOJTl2bXQIM2O4&t=228 http://res2.hilton.com/webservices/echoengine/imp G 2393170 0 295760855.gif http://res2.hilton.com/webservices/echoengine/T.aspx?l=G O 2394155 3467586 295760855&t=228 http://res2.hilton.com/webservices/echoengine/imp G 2394155 0 295760855.gif http://echo.epsilon.com/webservices/echoengine/imq 1574850.jpg http://res2.hilton.com/webservices/echoengine/imp G 2397914 0 295760855.gif https://echo.epsilon.com/webservices/echoengine/img 1462423.jpg ADDITIONAL INFORMATION: Tax: o 7.50% per room per night o 10.00% per room per night o Self parking: 0.00/night https://echo.epsilon.com/webservices/echoengine/img 1462423.jpg RATE RULES AND CANCELLATION POLICY: o Your reservation is guaranteed for late arrival. o Please contact us should you need to cancel your reservation . o Cancellations are required by 11 :59 PM on Apr 26 , 2017 local hotel time . o Cancellation penalties may apply. http://res2.hilton.com/webservices/echoengine/imp G 2375399 0 295760855.gif http://res2.hilton.com/webservices/echoenqine/imp G 2383170 O 295760855.gif http://echo.epsilon.com/webservices/echoengine/img 1560806.png http://res2.hilton.com/webservices/echoengine/imp G 2378940 0 295760855.gif *Standard Wi -Fi is free for Hilton Honors members. Premium , if available, has a fee (except for Diamond members). Wi-Fi access is not free in meeting spaces or at properties with a resort charge. tVisit Hilton .com /guarantee to learn more about our Best Price Guarantee. ** Service of alcoholic beverages is subject to state and local laws. Must be of legal drinking age. Hilton Requests Upon Arrival(TM) items are subject to availability. PLEASE DO NOT REPLY TO THIS EMAIL. MAIL SENT TO THIS EMAIL ADDRESS CANNOT BE ANSWERED. If you use a debit/credit card to check in, a hold may be placed on your card account for the full anticipated amount to be owed to the hotel, including estimated incidentals , through your date of check -out and such HUD-18-0686-B-000078 April 27, 2017 Continued Thursda hold may not be released for 72 hours from the date of check-out or longer at the discretion of your card issuer. If you need to MODIFY or CANCEL your reservation, click here . 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(C)2017 Hilton TM indicates a trademark of Hilton Domestic Operating Company Inc. or its subsidiaries Hilton Reservations and Customer Care I 2050 Chennault Drive Carrollton, Texas 75006, USA View online http://res2.hilton.com/webservices/echoengine/imp 295760855.gif 5:00 PM o 5:30 PM I G 2388662 0 American Airlines Online Boarding - link enclosed// Confirmation : WIWGRJ https://www.aa.com/reservation/flightChecklnViewReservationsAccess.do Record locator: WIWGRJ HUD-18-0686-B-000079 April 28, 2017 Frida 12:00 AM - 12:00 AM Listening Tour, Columbus OH Please See Above 12:00 AM - 12:00 AM Lynne Patton/ SOHUD Listening Tour, Columbus OH Please See Above 12:00 AM - 12:00 AM Tom Leach, HUD Columbus Office FOD #740-407-7856 Please See Above 2:00 PM - 2:30 PM Canceled: DTS .. 10th Are you available today? 2:30 PM - 4:00 PM 2:30 American Airlines #4396 //Confirmation: WIWGRJ -. Columbus . DCA American Airlines 4396 Operated by: REPUBLIC AIRLINES AS AMERICAN EAGLE Departure: 02:31 PM Seat:14D (Confirmed) Port Columbus Intl Arpt (CMH) Duration : 1 hour , 29 minutes Nonstop Arrival: 04:00 PM Ronald Reagan National Arpt (DCA) Terminal:C Confirmation: WIWGRJ Status: Confirmed Additional Details Aircraft: E-175 Distance: 322 miles E-Ticket Emissions: 138.5 lbs CO2 Cabin: Economy (Y) HUD-18-0686-B-000080 May 1, 2017 Monda 9:00 AM - 2:30 PM HUD Blood Drive to Save Lives -- Brooke- Mondale Auditorium, Suite C Dear Colleagues, Please join the Secretary 's Office for the HUD Blood Drive to Save Lives! The blood drive will be held May 1, 2017 in the Brooke-Mondale Auditorium-Suite C from 9:00 a.m. - 2:30 p.m. EDT. Employees wishing to donate must schedule an appointment. To schedule an appointment, call the Health Unit: 202-708-4265. If you have donor eligibility questions, please call 1-866-236-3276. Remember every donation can help save up to 3 lives. Please show your support and donate! Office of Public Affairs 12:00 PM - 12:4S PM CONFIRMED : HQ Meeting with Rancho Cordova (CA) Mayor Donald Terry and the Sacramento Metropolitan Chamber of Commerce -- 10106// Conference Call#: 1-877 - 336 - 1828; AccessCode: kb)(6 ) o .. ! *This meeting was requested by Rancho Cordova, CA Mayor Terry and the Sacramento Metropolitan Chamber of Commerce Date: 5/1/17 Time: 12:00 PM- 12:45 PM HQ Meeting Location: DSOHUD Conference Room 10106 HUD-18-0686-B-000081 May 1, 2017 Continued Monda Conference Call# : 1-877-336-1828 ; Access Code:~l(b_ )(6_) _~ Topics: Affordable housing , including transitional and rural housing , HUD Voucher program Background (Note: Attached is a one-pager on their requests to the Department) : Mayor Terry will be chairing the Cap-to-Cap Community Resources team , which will be covering affordable housing , including transitional and rural housing, homelessness , and other key issues in the area. The team was looking to meet with your office to discuss their priorities and inquire on any opportunities to better assist the most vulnerable in their community. Internal Attendees: Brian Fitzmaurice, SNAPs Nora Fitzpatrick , OSEC Deana Bass , DCoS Becky Primeaux , PIH Joel Schumacher, CIR Stanley Hardy, CIR Michael Dendas , CIR Senior Advisor Wayne Sauseda, Region 9 ORA (By Phone) External Attendees: TBD HUD-18-0686-B-000082 May 2, 2017 Tuesday 4:20 PM - 4:30 PM Mike Linda" May 3, 2017 Wednesda 10:30 AM - 11 :00 AM Public Engagement Update w/SOHUD -- SOHUD's Office 1:30 PM - 2:30 PM Meeting with National Diversity Coalition@ 1:30PM -- HUD Headquarters, 451 7th Street, Washington DC @ Secretary 's Small Conference Room 6:00 PM - 10:00 PM l(b)(6) HUD-18-0686-B-000084 May 4, 2017 Thursda 12:30 PM - 1:30 PM RUSH/HUD/WH Lunch Meeting -- Capital Grille , 601 Pennsylvani a NW 4:00 PM - 4:30 PM Train to NYC HUD-18-0686-B-000085 May 5, 2017 Frida All Day Lynne Patton/ in NYC All Day NYC 10:00 AM - 12:00 PM McKinley Housing Project Community Center (NYC) 12:00 PM - 1:00 PM Boys & Girls Club (Bronx) HUD-18-0686-B-000086 May 9, 2017 Tuesda 9:00 AM - 10:30 AM Partnership for Public Service Breakfast -- 106 Dirksen Senate Office Bldg) HUD-18-0686-B-000087 May 10, 2017 Wednes d a 12:45 PM - 1:00 PM Pre - Pastor Martinez Briefing w/ Richard Youngblood -- Deana's Office HUD-18-0686-B-000088 May 11, 2017 Thursda 3:30 PM - 5:00 PM Meet ing with Wendell Pierce a nd Anita Estell HUD-18-0686-B-000089 May 12, 2017 Frida All Day Laura/ Out of Office -- PA visit! 2:30 PM - 4:00 PM Meeting 7:00 PM - 7:30 PM SEND LAURA METTEL NAMES - FOR TUESDAY HUD MTG. Thank you! HUD-18-0686-B-000090 May 15, 2017 Monday ?ll Day D-1 8-0686-8-000091 May 16, 2017 Tuesda w/ Lynne RE: CHICAGO non -profit SOHUD mtg. reque st -- Lynne 's Office 12:00 PM - 12:15 PM Mtg. 3:00 PM - 4:00 PM travel to United Wa y Mtg . HUD-18-0686-B-000092 May 17, 2017 Wednesday 6:13!) PM - ?:30 PM Dinner May 18, 2017 Thursda 11:00AM - 11:15AM CITI Bank - set up online account 2:30 PM - 3:00 PM NY / Mtg. at cos. Request -- cos Office HUD-18-0686-B-000094 May 19, 2017 Frida 8:30 AM - 9:30 AM Breakfast 10:45 AM - 11 :00 AM cos 11:00AM -12:00 PM OCHCO Leadership Journey Series: Featuring - Clifford Taffet -- Brooke- Mondale Auditorium, Suites A & B RE:SOHUD NYC TRIP/ at cos. Request -- cos Office OCHCO Leadership Journey Series: Clifford Taffet Each of HU D's Senior Leaders has their own individual story of how they journeyed to become the leaders they are today. Some have travelled many miles, while others began their journey just down the street. Regardless , their journey has brought them to HUD to serve and lead us into the future. Please join OCHCO for our next conversation in the Leadership Journey Series , when we talk with Clifford Taffet, General Deputy Assistant Secretary for Community Planning and Development, about his journey to become a HUD Leader. For those viewing via webcast , you may send questions in advance or during the session to LeadershipJourneySeries@HUD.gov . Webcast Link: http://Webcast.hud.gov . 12:00 PM - 1:00 PM LUNCH HUD-18-0686-B-000095 May 19, 2017 Continued F?day PM - ?:00 PM TRAIN May 22, 2017 Monda 4:00 PM - 5:00 PM Healthy Homes/ Baltimore Listening Tour Review -- OSEC Small Conf. Rm. 10210 HUD-18-0686-B-000097 May 23, 2017 Tuesday 11:00 ?lm - 11:10 AM NYC Flight info to Laura for CONCUR May 24, 2017 Wednesday 11:30 am -12:00 PM NY PR -- C05 Office May 25, 2017 Thursda 9:30 AM - 9:45 AM WEBTAw/Laura 5:30 PM - 7:00 PM Meeting with BJ HUD-18-0686-B-000100 May 26, 2017 Frida All Day out of office 9:00 AM - 10:00 AM Jennifer N Decasper -- Senate Hart Building HUD-18-0686-B-000101 May 30, 2017 Tuesda 3:30 PM - 4:00 PM Call w/Prisca Salazar-Rodriguez ~f 6 -- b_)_( _) __ ~ HUD-18-0686-B-000102 May 31, 2017 Wednesda 1:30 PM - 2:00 PM Baltimore Listening Tour -- Mason 's Office 10218 HUD-18-0686-B-000103 June 1, 2017 Thursda 2:00 PM - 4:00 PM 2017 National Homeownership Month Housing Forum with Secretary Carson -- Brooke-Mondale Auditorium June is National Homeownership Month , a time to reflect on the impact owning a home has on household wealth, neighborhood stability and our nation's broader economic health. Join Secretary Ben Carson and a diverse group of experts on June 1, 2017 to discuss the history and the outlook of this central foundation of 'The American Dream." Our panel of researchers and housing professionals will discuss the recent housing crisis and its impact on consumer behavior with a focus on the challenges millennial purchasers face as they enter the market in greater numbers. Emmy-award winning CNBC Real Estate Reporter Diana Olick will moderate the discussion with experts from the Mortgage Bankers Association , the Center for NYC Neighborhoods, Harvard University's Joint Center for Housing Studies , and National Association of Realtors. The National Homeownersh ip Month kick-off event will begin at 2:00 p.m. EDT in the Brooke -Mondale Auditorium . Regional and field staff may view the discussion live via webcast. If you're viewing this webcast internally , we advise you use Internet Explorer as your browser. We also invite you to participate in the event via social media by following @HUDUSERnews and @HUDgov. We'll be tagging our updates with #FindYourP/ace. Please email questions to findyourplace@hud.gov. Office of Public Affairs http://portal.hud.gov/hudportal/HUD/press/multimedia/audio podcasts http://www.hud.gov/rss/index.cfm http://www.flickr.com/photos/hudopa/ http://www.facebook.com/pages/Washington-DC/US-Department-ofHUD-18-0686-B-000104 r June J 1, 2017 Continued Thursday Housing-and-Urban-Development /74 178981954 http://www.youtube.com/HUDchannel http://www.twitter.com/HUDgov HUD-18-0686-B-000105 June 2, 2017 Frida 3:00 PM - 3:30 PM ** TO RESCHEDULECall w/ Ryan Pham RE: Section 3 and Opportunity @f b)(6) 3:00 EST Centers -- Deana will call Ryan 1-- HUD-18-0686-B-000106 June 5, 2017 Monda 2:00 PM - 2:30 PM Mtg. w/ Boys & Girls Clubs of America RE: Missions - - Dept of Housing & Urban Development, 451 7th St SW// OSEC Small Conf. Rm. 10210 Topic: Boys and Girls Club mission and HUD's mission Attending: Bill Bright, Director , Government Relations, Boys & Girls Clubs of America Deana Bass, Deputy Chief of Staff, Office of the Secretary Lynne Patton , Senior Advisor, Director of Public Engagement Nelson Bregon, Assistant Deputy Secretary , Office of Field Policy & Management John Gibbs , Senior Advisor , Office of Community Planning & Development HUD-18-0686-B-000107 June 6, 2017 Tuesday All Day LYNNE OUT D-1 8-0686-B-0001 08 June 7, 2017 Wednesda 2:30 PM - 4:00 PM BUDGET HEARING 3:00 PM - 5:00 PM Performance Review Process/Timeline/Guidance Subcommittee Focus Group Discussion -- Ginnie Mae Executive Conference Room - Capitol View Building at 425 3rd Street, SW - HUD-18-0686-B-000109 June 8, 2017 Thursday 10:00 JAM - 12:00 PM BUDGET HEARING D-1 8-0686-B-0001 10 June 9, 2017 Frida 11 :30 AM - 11 :45 AM Travel Plans & June Mtgs. / Laura HUD-18-0686-B-000111 June 12, 2017 Monday ?ll Day D-1 8-0686-B-0001 12 June 16, 2017 F?day 9:13!) AM - 2:00 PM EEOB D-1 8-0686-B-0001 13 June 21, 2017 Wednesda 12:00 PM - 1:30 PM Lunch with Scott Keller (Do Not Bump) HUD-18-0686-B-000114 June 23, 2017 Frida All Day A Urbina AWS Day Off 8:00 AM - 10:00 AM Breakfast at WH mess HUD-18-0686-B-000115 June 26, 2017 Monda 8:30 AM - 9:00 AM PIV Card Programming Request -- 26 Federal Plaza, NYC Lynne: you have an appointment on Monday to have your PIV card programmed for this building. I also need the car info as soon as possible A ~- Hello SmartCard Reps , This is a request to program the PIV Card for Lynne Patton, U.S. Dept. of HUD, Office of Field Policy & Management Regional Administrator for building access to 26 Federal Plaza. Thank You , for scheduling her Monday 8:30am appointment with the SmartCard Office , Rm. 1-100, Lobby, Tel.# (212) 264-1558 , to have her PIV Card programmed. I have attached her R2 Form. Thanks , Barton Barton Young Support Services Specialist Office of Administration Office of Field Support Services Region 2 U.S. Dept. of Housing & Urban Development 26 Federal Plaza , Rm. 35-102 New York , NY 10278 Tel.: (212) 542-7332 Fax: (212) 264-2866 Please give us your feedback HUD-18-0686-B-000116 June 26, 2017 Continued Monday D-1 8-0686-B-0001 17 June 28, 2017 Wednesda 1 :00 PM - 2:00 PM o~i Save the Date - What is the Camden Promise Zone? (Copies of Presentations Attached) -- 13th Floor ''""'i"" R=m, Good Afternoon Everyone, The Camden Community Partnership Subcommittee of the Newark FO Working Group Place -Based Committee invites you to join us for a presentation about the Camden Promise Zone on Wednesday, June 28th from 1 :00 to 2:00 PM. Presenter s will include members of the local PZ City and HUD teams , including Camden Promise Zone Director Candice Jefferson. This event will take place in person in Newark and via webinar for those who are not able to join us in the office. More information about the presentation will be sent out in the next few weeks. We hope you can join us for this unique opportunity to learn more about how our departments are making a difference for the residents and businesses of Camden. Regards , Camden Community Partnership Subcommittee of the Newark Field Office Working Group Place-Based Committee HUD-18-0686-B-000118 June 29, 2017 Thursda 12:00 AM - 12:00 AM FYI:Timothy Smyth, Deputy Assistant Secretary, FHEO Enforcement & Programs, Krista Mills, Dep uty Assistant Secretary , Policy , Legis lnit , & Outreach Jacy Gaige , Director , FHEO Office of Systemic Investigations -- visiting NYC/ FHEO office FYI: HUD-18-0686-B-000119 June 30, 2017 Frida 12:00 AM - 12:00 AM FYI: Timothy Smyth, Deputy Assistant Secretary, FHEO Enforcement & Programs, Krista Mills , Deputy Assistant Secretary, Policy, Legis lnit , & Outreach Jacy Gaige, Director, FHEO Office of Systemic Investigations -- visiting NYC/ FHEO office Please See Above 12:30 PM - 2:00 PM Meet & Greet Lunch - Lynne/Matthew -- HQ HUD Office Ms. Patton will meet you at the HUD HQ office and the lunch location will be at Station Four. HUD-18-0686-B-000120 July 3, 2017 Monday ?ll Day Laura out of office {Happy 4th of July!) D-1 8-0686-8-000121 July 4, 2017 Tuesda All Day 4th of July 12:00 AM - 11 :00 PM 4th of July/ Office closed HUD-18-0686-B-000122 July 6, 2017 Thursda 11:00AM - 12:00 PM Discussion - NVCHA Developments - Congressional District 13 - Rep. Espaillat -- RA's Conference Room Please join in the RA Conference Room to discuss NYCHA Developments , Congressman Espaillat's (District 13). Thanks! HUD-18-0686-B-000123 July 7, 2017 Frida 6:00 PM - 12:00 AM Hot Wa te r/S t ea m Shut dow n -- 26 Federa l Plaza From : Bosakowski , David J Wednesday , July 05, 2017 7:22 AM NYCAll Staff including OIG FW: Steam Shutdown for Repair - Hot Water Affected this Weekend - Please read Sent : To: Subject : All: Due to a steam leak that needs to be repaired, Con Edison will be shutting down the steam to the building on Friday 7/7 at 6pm . This will affect hot water from Friday at 6:00 pm until Sunday morning. Con Ed will be parking next to CIT and will install an orange steam stack . Upon completion of the repair, they will restore steam, remove the stack and vehicle. Thank you , David J . Bosakowski Regio nal Support Manager Office of Admini stration Office of Field Support Services Regio n 2 Tel: 2 12.542. 7333 - NY Tel: 973.776 .7223 - NJ 6 Cell: ~l(b-)( _l ___ ~ HUD-18-0686-B-000124 July 7, 2017 Continued F?day Please Give. us vour feedback D-1 8-0686-8-000125 July 8, 2017 Saturda All Day Hot Water/Steam Shutdown -- 26 Federal Plaza Please See Above HUD-18-0686-B-000126 July 9, 2017 Sunda 12:00 AM - 11 :30 AM Hot Water/Steam Shutdown -- 26 Federal Plaza Please See Above HUD-18-0686-B-000127 July 11, 2017 Tuesda 12:30 PM - 1:45 PM RA Lunch Meeting w/Nora Fitzpatrick & Barbara Gruson @ 12:30PM -- Takahachi Tribeca Sushi - 145 Duane Street 2:00 PM - 3:00 PM NYCHA Briefing for RA Patton with PIH- NYC -- FPM Conference Room Luigi, Chris Ingram , and Brodie Hefner from PIH-NYC will brief RA Lynne Patton on NYCHA in preparation for her 7/ 14 meeting with NYCHA Chair & CEO Shala Olatoye. http://www1.nyc.gov/site/nycha/about/executive-team/shola-olatoye.page 3:30 PM - 4:30 PM Multifamily Housing Meeting - - RA's Conference Room 3541 7:00 PM - 8:30 PM House Appropriations THUD Subcommittee - Markup of FY18 HUD Budget Bill -- 2358-A Rayburn House Office ing/Wob=o Subcommittee Markup - FY 2018 Transportation, Housing and Urban Development Appropriations Bill Tuesday, July 11, 2017 7:00 PM in 2358-A Rayburn Purpose: Mark up Appropriations Bill, FY2018 Support Documents: Notice of Subcommittee Markup FY2018 Transportation, Housing and Urban Development Appropriations Bill - Subcommittee Draft Webcast: HUD-18-0686-B-000128 July 11, 2017 Continued Tuesda https: //appropriations.house .gov/calendar /eventsingle .aspx? EventlD:394959 OR https://youtu.be /80pD4SK4dRA This markup will occur at 7:00 PM or after the conclusion of votes . HUD-18-0686-B-000129 July 12, 2017 Wednesda 9:00 AM - 4:00 PM FW: Owner & Agent HUD Meet & Greet -- 6th floor training Room FYI -----Original Appointment----From: Santa, Dean J Sent: Monday, July 10, 2017 3:30 PM To : Santa, Dean J; Orriols, Mirza; HSNG_MF _FD_ASSET MANAGEMENT _ NE_ REGION_ NY_AE EL SHAHAT ; HSNG- MF-- FD ASSET MANAGEMENT - NE- REGION- NY- AE VUONG DEGNAN ; HSNG_MF_FD_ASSET MANAGEMENT _ NE_ REGION_ NY_ RS WINGATE ; laboni , Robert O; Shelton, James W; WISE , BRETT W; Greenan , Colleen M; Wing , Dannell D; Beardi , Laurie A ; Martin, Bridget S; Ashmore, Stacey L; SOKOLOW , ARDEN A; Downes -Angus, Katherine P Cc: Vuong Degnan , Dao; Wingate, Margaret; Maio-Messano , Maria T Subject: Owner & Agent HUD Meet & Greet When: Wednesday, July 12, 2017 9:00 AM-4:00 PM (UTC-05:00) Eastern Time (US & Canada) . Where: 6th floor training Room Event Description Morning Session (9:00 - 12:30) - Meet the Account Executives & Branch Chiefs who process your work and put a face with the name. Brief overview of the NY region and presentations on the subject matters below. The afternoon session (1 :30-4:00) - break out session with subject matter experts to discuss project specific questions for all the topics. o o o o o o o Where to send your work & utilizing electronic mail HAP & PRAG contract renewal What's new with the Service Coordinator Grants Preservation/202 Prepayment FHA Insurance HAP Assignments What is the Asset Resolution Team? HUD-18-0686-B-000130 July 12, 2017 Continued Wednesda o o o 2:30 PM - 3:30 PM Preservation Homeless Preference Portfolio Manager Meeting Discussion on Rep. Maloney Housing Program for Homeless Veterans -- RA's Conference Room - 3541 Please join the RA's conference room to discuss Rep. Maloney Housing Programs to turn zombie properties into housing for homeless veterans. HUD-18-0686-B-000131 July 14, 2017 Frida All Day A URBINA - AWS Day Off All Day Orriols on leave HUD-18-0686-B-000132 July 17, 2017 Monda 1 :00 PM - 2:00 PM Strategy Meeting for R. Simmons & NVCHA (Construct Agenda) -- RA Conference Room HUD-18-0686-B-000133 July 18, 2017 Tuesda 2:00 PM - 3:00 PM Risk Share Conference Call@ 2PM -- RA's Office/ Robert to call Lynne 's Direct Line, 212-542-7100 HUD-18-0686-B-000134 July 19, 2017 Wednesda 8:00 AM - 12:00 PM Symposium Event: Improve Government Approach to Disaster Recovery & Preparedness -- Baruch College - 1 Bernard Baruch Way, 14th Fl. (Corne r of 24th Street & Lexington Avenue) FPM Staff: Please join the RA and ORA to attend the Symposium Event : Improve Government Approach to Disaster Recovery & Preparedness. From: The Community Preservation Corporation fmailto:communications@communityp.com ] Sent: Friday, July 07, 2017 9:01 AM To: Orriols, Mirza Subject: Please Join us: Improving Government Approach To Disaster Recovery and Preparedness http :// r20. rs 6. net/on. jsp ?ca=6b 1091fc-b54d -4245 -8b03 -dd9fd 1c5087 4 &a= 1125271240621 &c=2f353560 -6288 -11e7-8985 -d4ae527b6fcc&ch= 2f6d8370-6288-11 e7-8985-d4ae527b6fcc Please join us Rebuild the Plane Now: Recommendations for Improving Government's Approach to Disaster Recovery and Preparedness A half-day symposi um hosted by Holly Leicht, Former Regional Administrator for New York and New Jersey , U.S. Department of Housing and Urban Development (HUD), Obama Administration https://imgssl.constantcontact.com /letters/images/ 1101116784221 /S.qif It is often quipped that our national approach to disaster response is like building a plane while it's in flight. Though natural disasters have become HUD-18-0686-B-000135 July 19, 2017 Continued Wednesda more frequent and more devastating , our learning curve for improving both recovery and preparedness has been far too flat. At this half-day symposium, Holly Leicht and other experts will discuss her recently completed report of recommendations for how government at all levels can improve disaster recovery and preparedness . While at HUD, Leicht oversaw the federal government 's $15.2 billion Superstorm Sandy recovery program. This important report draws on this unique experience , as well as lessons learned from other past natural disaster events. https://imgssl.constantcontact.com/letters/images/1101116784221 /S.gif July 19th, 2017 8:00am - 12:00pm Baruch College 1 Bernard Baruch Way , 14th Floor (Corner of 24th St. & Lexington Ave.) New York , NY 10010 Speakers and Panelists will Include: Holly Leicht, former U.S. HUD Regional Administrator for New York & New Jersey James Oddo, Borough President , Staten Island Rafael E. Cestero, President & CEO , the Community Preservation Corporation; former Commissioner , NYC Department of Housing Preservation & Development (HPD) Marion Mollegen McFadden , VP Public Policy, Enterprise Partners, Inc.; former Deputy Assistant Secretary , U.S. Department of Housing and Urban Development (HUD) Terrence Brody, Senior Managing Director, Ankura Consulting Group ; former Executive Director, New Jersey Governor's Office of Recovery and Rebuilding (GORR) HUD-18-0686-B-000136 July 19, 2017 Continued Wednesda Brad Gair, Senior Managing Director, Witt O'Brien 's; former Director of Housing Recovery Operations, New York City Christie Peale, Executive Director , Center for NYC Neighborhoods Click to RSVP and For Agenda https ://fi les.constantcontact.com/daf7 46ft 501 /8fd98786-b5af-4b69-a864c24ebb86966d. jpg Website About Us Products & Initiatives Impact Borrower Resources https://static.ctctcdn.com/letters/images/1101116784221/S.gif Community Preservation Corporation New York, NY 10016 I 28 East 28th Street, New York, Unsubscribe Mirza.Orriols@hud.gov Update Profile I About our service provider Sent by communications@communityp.com in collaboration with http://www.constantcontact.com/index.jsp?cc=nge Try it free today https://static.ctctcdn.com/letters/images/1101116784221/S.gif 12:00 PM - 12:30 PM TRAVEL HUD-18-0686-B-000137 July 19, 2017 Continued Wednesda 2:00 PM - 2:30 PM TRAVEL 2:30 PM - 3:00 PM call with Commissioner Richman regarding Garden Spire -- RA's conference room Maria/Arden/Dean: Lynne wants to speak with Commissioner Richman before her meeting with Omni at 3pm. Maria: can you let the Commissioner know that she wants to speak with him please. I will send you the number tomorrow. thanks. (b_ l(5_l _ __.lHOST :l(b)(G) The Cont. Line #877- 848 -7030 ACCESS CODE: ._l HUD-18-0686-B-000138 July 25, 2017 Tuesday 4:13!) PM - 4:30 PM CDC Meeting -- RA's Office D-1 8-0686-B-0001 39 July 27, 2017 Thursda 2:00 PM - 3:00 PM R2 Public Affairs Briefing for RA Patton -- FPM Conference Room 2:00 PM - 3:00 PM - PUBLIC AFFAIRS BRIEFING Location: FPM Conference Room - Room 3541 Description: Public Affairs Specialists Olga Alvarez and Charlie McNally will brief the RA on the Office of Public Affairs and media relations in Region II. Attendees: Specialists 4:15 PM - 4:45 PM ORA, Senior Advisor, Advisor , and Public Affairs Henry Comas & RA Patton - One-on-One -- Lynne's Office HUD-18-0686-B-000140 July 28, 2017 Frida All Day 11:00AM - 5:00 PM AURBINA AWS Day off Mandatory Trainings - DUE:7/31/17 -- lncompass Link Included Find Time to Work on Mandatory Trainings https://workplace-hud.csod.com/client/workplace-hud/default.aspx lncompass Link HUD-18-0686-B-000141 July 30, 2017 Sunda 10:30 AM - 6:00 PM Mandatory Training DUE:7/31/17-- lncompass Link Included Find Time to Work on Mandatory Trainings : https://workplace-hud.csod.com/client/workplace-hud/default.aspx lncompass Link HUD-18-0686-B-000142 July 31, 2017 Monda 9:30 AM - 10:00 AM Reminder: Mandatory Training - DUE TODAY -- lncompass Link Included https://workplace-hud.csod.com/client/workplace-hud/default.aspx lncompass Link 5:30 PM - 6:00 PM Last Reminder : Mandatory DUE TODAY -- lncompass Link Included https://workplace-hud.csod.com/client/workplace-hud/default.aspx lncompass Link HUD-18-0686-B-000143 August 1, 2017 Tuesda 11:00 AM - 11 :30 AM TRAVEL 12:30 PM - 1:00 PM TRAVEL 3:45 PM - 4:15 PM Charlie McNally & RA Patton - One -on -One -- Lynne's Office 4:30 PM - 5:00 PM Briefing for Rep Payne Call and Charles Richman Call -- RA's Conference Room HUD-18-0686-B-000144 August 2, 2017 Wednesda 10:00 AM - 12:00 PM HOLD: NV COC Veteran Task Force -- TBD 12:00 PM - 12:30 PM Trave l 1:30 PM - 2:00 PM TRAVEL HUD-18-0686-B-000145 August 3, 2017 Thursda 11:30AM - 12:00 PM Call with CM Charles Richman - Garden Spires -- l._ (b_)(_6_ ) __ _. HUD-18-0686-B-000146 August 4, 2017 F?day ?ll Day Murphy - Out of Office D-1 8-0686-8-000147 August 7, 2017 Monda 12:00 AM - 12:00 AM Debra Torres-Regional PIH Director will be visiting Region II -- Newark and New York FYI: Debra Torres , Regional Public Housing Director, will be in Newark and New York to introduce the new PIH Director for New Jersey , Theresa Arce. She will also stop by our office to chat with us! All Day Murphy - Out of Office 6:30 PM - 9:00 PM Dinner w/M ike Na son (Carson Advance) -?'"" (b-'-)(_6"-)_ __, HUD-18-0686-B-000148 August 8, 2017 Tuesda 12:00 AM - 12:00 AM Debra Torres-Regional PIH Director will be visiting Region II -- Newark and New York Please See Above 12:00 AM - 12:00 AM CDBG-DR Training -- Computer Training room Lynne: FYI-in case you want to pop in and say hello to the trainees 2:00 PM - 5:00 PM RA Briefing Book Review - Part IV -- FPM Conference Room HUD-18-0686-B-000149 August 9, 2017 Wednesda 12:00 AM - 12:00 AM CDBG-DR Training -- Computer Training room Please See Above 10:00 AM - 11 :00 AM TRAVEL 2:00 PM - 3:00 PM i' August 9th, 2017 CSC meeting -- 26 Federal Plaza/290 Broadway CSC meeting will be held Wednesday , Augurti 2017, at 26 Plaa, 6th floo, Date: January 4, 2018 at 2:23:32 PM EST To: "Patton, Lynne M" Subject: RE: Fort Worth Club rooms Hello and Happy New Year, Lynne! Mr. Hunter expressed that RAs only are to attend. Angela L. Beckles HUD-18-0686-B-000159 January 5, 2018 Continued Frida Assistant Advisor Off ice of the Assistant Deputy Secretray Field Policy and Management 451 7th Street SW , Room 71 08 Washington , DC 20410 www.hud.gov 202.402.5967 - Office rb )(6) I- Cell https://outlook.office365.com/owa/service.svc/s/GetFileAttachment? id=AAMkADY2Y2U0Y2O2L TE2YjEtNDBiZS 1iYzM0L W NiOGYxN mZiY WNhMABGAAAAAACTS5bJIRDtRKeln0UzkzslBwD4P% 2BVznDh5TpoMJ5Vavm5bAAAABOvwAACqUS6rjfp0T Jk0H0L 1Ym?b AADKtBLHAAABEqAQAGoKleE2btNFkQQylB8ryYE%3D&X-OWACANARY =UgwlAYwkU0W3EQ 2281 TXtCqEx23U9UYlaFbBtZ3SFxb4F5vrdhINkl7Un4gb2g TC885f7 J OWo.&islmagePreview= True From: Patton , Lynne M Sent: Thursday , January 04, 2018 2:15 PM To: Beckles , Angela L Subject: Re: Fort Worth Club rooms Thanks Angela. Is this trip strictly RA's or are Barbara & Elvis allowed to attend? Lynne M. Patton Regional Administrator, Region II & Senior Advisor to Secretary Carson U.S. Department of Housing & Urban Development (212) 542-7100 lynne.m.patton@hud. gov HUD-18-0686-B-000160 January 5, 2018 Continued Frida On Jan 4 , 2018 , at 1:59 PM, Beckles , Angela L wrote : Please read information in the email below. Responding accordingly. Angela L. Beckles Assistant Advisor Off ice of the Assistant Deputy Secretra y Field Policy and Management 451 7th Street SW, Room 71 08 Washington, DC 2041 O www.hud.gov 202.402 .5967 - Office ~l (b-)(6-) ---~I- Cell From: Borrego , Carlos C Sent: Thursday, January 04, 2018 10:45 AM To: Beckles, Angela L Cc: Van Duyne, Beth A ; Bradley, Leslie Ann Subject: FW : Fort Worth Club rooms Good morning Angela. I spoke with Kimmie this morning and sent her the names of the RAs, to include Matthew Hunter and yourself , that will require rooms. The rooms have been blocked. However , each person will HUD-18-0686-B-000161 January 5, 2018 Continued Frida need to call the Fort Wort h Club directly and guarantee the ir rooms with their government or persona l credit card. The rooms w ill be held until Jan 19, 20 18 so please ensure everyone calls and guarantees their room as soon as possible. Here is the information on the hotel: Fort Worth Club 306 West Seventh St Fort Worth, TX 7610 Phone: (817-336-7211 ) Inn at the Club website : http://www.fortworthclub.com/Default.aspx%3Fp% 3DDynamicModule%26pageid%3D315133%26ssid%3D205490% 26vnf%3D1 Carlos Borrego Management Analyst U.S. Department of Housing and Urban Development Fort Worth Regional Office , Region VI Office of Field Policy and Management 801 Cherry Street, Unit #45, Suite 2500 Fort Worth, TX 76102 Work: 817-978-5516 Fax: 817-978-5569 HUD-18-0686-B-000162 January 5, 2018 Continued Frida "Be a yardstick of quality. Some people aren 't used to an environment where excellence is expected." --Steve Jobs From: Van Duyne, Beth A Sent: Wednesday , January 03, 2018 2:46 PM To: Borrego , Carlos C Subject: Fort Worth Club rooms Carlos, We have 12 rooms held at the Fort Worth Club for the RA meeting Jan. 29 - Feb. 1. Would you please call Kimmie with the Fort Worth Club at 817 -336-7211 to work out details? Please let me know if you have any questions. Thank you! Beth Van Duyne Regional Administrator Fort Worth Regional Office, Region VI U.S. Dept of Housing & Urban Development 801 Cherry Street, Unit #45, Suite 2500 Fort Worth, TX 76102 Beth.A. VanDuyne@HU D.gov Direct Number: 817 -978-5568 HUD-18-0686-B-000163 January 5, 2018 Continued Frida 5 Cell Number: r~~l( _l ___ ~ 9:00 AM - 10:00 AM 9:15AM - Alexandra Rosenstock. RD, CON -- 156 Williams Street, 12th Floor 2:00 PM - 3:00 PM Canceled: Regional Administrators EnVision Center Briefing -- 1.877 .336.1280 Access-l(b)(6) Codo. I I Host .. This meeting has been cancelled due to swearing in ceremonies that will take place at same time. Stay tuned for new invite. Please note, all meetings are Eastern Standard Time. AB 2:00 PM - 3:00 PM Media Roll-Out Planning - 10- Point Plan - - FPM Conference Room From: Alvarez , Olga R Sent: Thursday, January 04, 2018 4:59 PM To: Patton, Lynne M ; Murphy , Stephen E ; McNally , Charles E ; Gruson , Barbara Subject: 10 Pt Plan press conference working checklist Hi everyone: I forgive me for being a bit bold and putting together what I think is an interactive checklist of what needs to be done to prepare for the press conference. If it will take place before the end of the month, I think time is of the essence for an event as important as this one. I see a 10 Pt Plan working meeting on the 16th but that might be too late. I created the list below as suggestions to be used as something to work from. Please add ideas or suggestions as you see fit. You can add anything to the body of this email and we can print the most recent version when we get a chance to meet for further discussion. HUD-18-0686-B-000164 January 5, 2018 Continued Frida 10 POINT PLAN PRESS CONFERENCE WORKING CHECKLIST 1. 2. 3. 4. secure location podium , microphone , speakers any boards on tripods - props needed will there be an audience aside from reporters and advocates? tenants? tenant leaders? 5 . are there HUD clients who have experienced any benefit from these actions so far that can speak? 6. advocates or additional speakers? - program directors further explaining key points? 7. invitee list - non-profits / advocacy organizations? expect the press to go to them on site or reach out to the ones not present to get their opinion of what they think of the plan - expect to get negative reviews ; the press will look for 2 sides to the story. Will you lobby advocates , developers , stakeholders prior to the press conference into supporting your plan? Is that legal? 8. reach out to advocates in NJ? 9. press release 10. if there will be a press kit; what should be in it? - detailed documents of why it is necessary to work on each of the items on the list with examples? 11. is New Jersey included? - will NJ press be expected to attend? - hard to get NJ reporters to attend anything in NY; maybe offer an embargoed preview and an exclusive interview to entice an outlet? 12. will there be a follow -up op-ed after the press conference? 13. with recent NYCHA issues, expect to get questions . Best, Olga Olga Alvarez Public Affairs Specialist U.S. Department of Housing and Urban Development (HUD) Region I/ NY & NJ 26 Federal Plaza, New York, NY 10278 (212) 542-7142 1 !._ (b-)(5_) ___ olga.r.alvarez@hud.gov http://ww w.hud.gov/ & http://espanol.hud.gov HUD-18-0686-B-000165 __. January 5, 2018 Continued Frida Our mission is to create strong , sustainable, inclusive communities and quality, affordable homes for all. https://twitter.com /HUDNY NJ 3:30 PM - 4:00 PM Ft. Worth Flights - Concur Booking -- FPM Conference Room From: Patton , Lynne M Sent: Thursday, January 04, 2018 5:16 PM To: Murphy, Stephen E Cc: Gruson, Barbara ; Urbina, Angelique M Subject: Re: Fort Worth Club rooms Perfect. Thank you! Lynne M. Patton Regional Administrator , Region II & Senior Advisor to Secretary Carson U.S. Department of Housing & Urban Development (212) 542-7100 lynne.m.patton@hud.gov On Jan 4, 2018 , at 4:11 PM, Murphy , Stephen E wrote: Lynne- I've scheduled time for us at 3:30 PM tomorrow to book your flights for the Texas trip at the end of January. HUD-18-0686-B-000166 January 5, 2018 Continued Frida Stephen E. Murphy Senior Advisor Office of the Regional Administrator U.S. Department of Housing & Urban Development (212) 542-7111 This message is intended for designated recipients only. If you have received this message in error, please delete the original and all copies and notify the sender immediately. Federal law prohibits the disclosure or other use of this information. From: Patton , Lynne M Sent: Thursday , January 4, 2018 2:27 PM To: Murphy, Stephen E; Gruson , Barbara; Urbina, Angelique M Subject: Fwd: Fort Worth Club rooms FYI below. Looks like the final dates of the RA meeting in Texas are 1/29 - 2/1. Also Barbara , as you can see, I asked if this trip included you & Elvis and Angela said no. :( I just called the Fort Worth Club myself & secures my room , but Stephen, can we carve out time tomorrow afternoon to book my flights? The sooner the better , so I can upgrade myself via money or miles. Thank you! Lynne M. Patton Regional Administrator, Region II & Senior Advisor to Secretary Carson U.S. Department of Housing & Urban Development HUD-18-0686-B-000167 January 5, 2018 Continued Frida (212) 542-7100 lynne.m.patton@hud.gov Begin forwarded message: From : "Beckles, Angela L" Date: January 4 , 2018 at 2:23:32 PM EST To: "Patton, Lynne M" Subject: RE: Fort Worth Club rooms Hello and Happy New Year , Lynne! Mr. Hunter expressed that RAs only are to attend. Angela L. Beckles Assistant Advisor Off ice of the Assistant Deputy Secretray Field Policy and Management 451 7th Street SW, Room 71 08 Washington, DC 20410 www.hud.gov 202.402.5967 - Office ~' (bJ_(sJ__ ~I- Cell From: Patton, Lynne M Sent: Thursday , January 04, 2018 2:15 PM To: Beckles, Angela L HUD-18-0686-B-000168 January 5, 2018 Continued Frida Subject: Re: Fort Worth Club rooms Thanks Angela. Is this trip strictly RA's or are Barbara & Elvis allowed to attend? Lynne M. Patton Regional Administrator, Region II & Senior Advisor to Secretary Carson U.S. Department of Housing & Urban Development (212) 542-7100 lynne.m.patton@hud.gov On Jan 4, 2018 , at 1:59 PM, Beckles , Angela L wrote: Please read information in the email below . Responding accordingly. Angela L. Beckles Assistant Advisor Off ice of the Assistant Deputy Secretray Field Policy and Management 451 7th Street SW, Room 71 08 Washington, DC 20410 www.hud.gov 202.402.5967 - Office f~b-)(6-) ---~~ Cell HUD-18-0686-B-000169 January 5, 2018 Continued Frida From: Borrego , Carlos C Sent: Thur sday, January 04, 2018 10:45 AM To: Beckles, Angela L Cc: Van Duyne , Beth A ; Bradley, Leslie Ann Subject: FW: Fort Worth Club rooms Good morning Angela. I spoke with Kimmie this morning and sent her the names of the RAs, to include Matthew Hunter and yourself , that will require rooms. The rooms have been blocked. However, each person will need to call the Fort Worth Club directly and guarantee their rooms with their government or personal credit card. The rooms will be held until Jan 19, 2018 so please ensure everyone calls and guarantees their room as soon as possible. Here is the informa tion on the hotel : Fort Worth Club 306 West Seventh St Fort Worth, TX 7610 Phone: (817-336-7211 ) Inn at the Club website: http://www.fortworthclub.com /Default.aspx%3Fp%3DDynamicModule% 26paqeid%3 031 5133%26ssid%3 D205490%26vnf%3 D 1 Carlos Borrego HUD-18-0686-B-000170 January 5, 2018 Continued Frida Management Analyst U.S. Department of Housing and Urban Development Fort Worth Regional Office, Region VI Office of Field Policy and Management 801 Cherry Street, Unit #45, Suite 2500 Fort Worth, TX 76102 Work: 817-978-5516 Fax: 817-978-5569 "Be a yardstick of quality. Some people aren't used to an environment where excellence is expected." --Steve Jobs From: Van Duyne, Beth A Sent: Wednesday , January 03, 2018 2 :46 PM To: Borrego , Carlos C Subject: Fort Worth Club rooms Carlos, We have 12 rooms held at the Fort Worth Club for the RA meeting Jan . 29 - Feb. 1. Would you please call Kimmie with the Fort Worth Club at 817-336-7211 to work out details? Please let me know if you have any questions. Thank you! Beth Van Duyne HUD-18-0686-B-000171 January 5, 2018 Continued Frida Regional Administrator Fort Worth Regional Office , Region VI U.S. Dept of Housing & Urban Development 801 Cherry Street, Unit #45, Suite 2500 Fort Worth, TX 76102 Beth.A.VanDuyne@HUD.gov Direct Number: 8 17-978-5568 Cell Number: ~f b_ l( _l ---~ 6 HUD-18-0686-B-000172 January 8, 2018 Monda 3:00 PM - 5:30 PM Working Session - WH/HUD Rent Reform & Affordable Housing Proposals -- FPM Conference Room 1/8 Update: The working session has been rescheduled for Monday , 1/8, at 3 PM. The tea m will review and compare comments on the submissions from HCR, HPD, NYCHA , HOC, NYSAFAH , NYHC , Enterprise and others for a pending Rent Reform bill and an Affordable Housing Exec utive Order from WH/HUD . The Region II priorities must be finalized by the end of this working session. HUD-18-0686-B-000173 January 9, 2018 Tuesda 10:15 AM -10: 45 AM Check-In with Jake Dale -- Call Jake will dial (212) 542-7100 to initiate the meeting at 10:15 AM. 10:30 AM - 12:00 PM Regional Inter agency Council on Homelessness (RICH) Meeting -- 26 Federal Plaza - Room 36-108 Call In: 866-687-2977; Access Code: l(b)(G) I Agenda 1. Welcome and Introductions Joyce A. Thomas, Chair, Region II lnteragency Council on Homelessness Reginal Administrator, US Department of Health and Human Services, Administration for Children and Families 2. Regional Coordinator's Report Samuel E. Miller, Senior Management Analyst and Homelessness Coordinator , HUD 3. USICH Update Robert Pulster, US/CH Regional Coordinator 4. Research Report Update Barbara Andre ws, Lead Program Liaison Specialist, ACF 5. Introduction of Representatives from Enterprise 6. Coalition for Homeless Youth Jamie Powlovich, Executive Director 7. NYC CoC Youth Committee member (Co-Chair) 8. Adding NYS TEACH (Technical and Education Assistance Center for Homeless Students) as a member of the Regional ICH 9. 2018 Youth Conference Planning Discussion Barbara Andrews , Anthony Borges, Sam Miller 10. Old Business 11 . General Discussion Next Meetings : Tuesday .A pril 10, 2018 Tuesday , July 10, 2018 Tuesday , October 9, 2018 HUD-18-0686-B-000174 January 9, 2018 Continued Tuesda Begin forwarded message: From: "Miller, Samuel E" Date: December 19, 2017 at 4:01 :26 PM EST To: "Patton, Lynne M" , "Gruson , Barbara" , "Cherly Donald" , " gil kunken" , " Lissette.Marrero@icf.com >" , "tim walsh" , Alexis lometz , "Andrea Hodge" , anthony barges , barbara Andrews , bonnie brathwaite , danielle anderson thomsa , denise galgano , Dennis Gonzalez , dennis romero , Donna O'Brien , donna scheel , eleanor treanor , "elizabeth McDonald" , "emcgrath@cns.gov " , gloria sokolwski , Grace Protas , "Hom , Vincent" , howard henderson , Jacquelyn Pitta , james Goveia , jan kallio , "jay.hills@va.gov " , jennifer jackson , "jessica vasquez " , jill harvey , joan k spliman , joyce thomas , julie Irwin , karina aguilar , "kedesch.altidor@hhs.gov " , kenneth sierra , "Lewis, Carleton K" , linda ortiz , linda Timander , "lisa M. Pugliese" , "Pugliese , Lisa M" , "Lo , Everett" , "Maio-Messano , Maria T" , matthew lattimer , melanie faby , michael bosak , Nancy ng , "O'Connell, William T " , "Orriols, Mirza" , paul charbonneau , "Ramirez , Angelica (HHS/OPHS)" , robert pulster , Rosaria Luperena , Rosemary Smith , sandra bennet pagan , sandra pinnock , sandy browning , "sue malley " , "Uebbing , Annemarie C" , victor carlson , william kluxen HUD-18-0686-B-000175 January 9, 2018 Continued ITuesday Cc: Michelle Frank , jamie powlovich Subject: Region II lnteragency Council on Homelessness January 9,2018 agenda Hello Everyone, Please find attached a copy of the Region II lnteragency Council on Homelessnes s January 9,2018 agenda. Looking forward to seeing everyone. Have a Happy , safe and prosperous Holidays. Sam Samuel E. Miller Senior Management Analyst, Region 2 Homeless Coordinator 26 Federal Plaza, Room 3541 New York, New York 10278 212 .542 .7144 phone 212.264 .0246 fax Samuel.E. Miller@hud.gov www .usich.gov 10:30 AM - 12:00 PM Regional lnteragency Council on Homelessnes s Meeting Revised agenda -- 26 Federal Plaza, Room 36-108, New York, NY, 10278 o Regional lnteragency Council on Homelessness Meeting Date and Time: Tuesday, 01/09/2018: 10:30 AM -12:00 PM Location: 26 Federal Plaza, Room 36-108, New York, NY, 10278 Call In: 866-687-2977; Access Code: 6 '~ (b-)( _) __ ~ HUD-18-0686-B-000176 January 9, 2018 Continued Tuesda Agenda 1. Welcome and Introductions Joyce A. Thomas, Chair, Region 1/lnteragency Council on Homelessness Reginal Administrator , US Department of Health and Human Services , Administration for Children and Families 2. Regional Coordinator's Report Samuel E. Miller, Senior Management Analyst and Homelessness Coordinator, HUD 3. USICH Update Robert Pulster , US/CH Regional Coordinator 4. Research Report Update Barbara Andrews , Lead Program Liaison Specialist , ACF 5. Introduction of Representatives from Enterprise 6. Coalition for Homeless Youth Jamie Powlov ich, Executive Director 7. NYC Coe Youth Committee member (Co-Chair) 8. Adding NYS TEACH (Technical and Education Assistance Center for HUD-18-0686-B-000177 January 9, 2018 Continued Tuesda Homeless Students) as a member of the Regional ICH 9. 2018 Youth Conference Planning Discussion Barbara Andrews , Anthony Borges, Sam Miller 10. Old Business 11 . General Discussion Next Meetings : Tuesday , April 10, 2018 Tuesday , July 10, 2018 Tuesday , October 9, 2018 11:30AM - 12:00 PM Discussionwith Rep. Sean Maloney's staff, and City of Poughkeepsie staff re: Rip Van Winkle House -Remote Dial: 888 - 675 - 2535 / AccessCode:kb)(6) Remote Dial: 888-675-2535 / Access code: ._l (b_ )(6_) _ ____. I Participating staff from Rep. Maloney's staff and City of Poughkeepsie Mayor Rob Rolison, City of Poughkeepsie Marc Nelson, City of Poughkeepsie Administrator Joseph Donat: Sean Patrick Maloney 's District Director Ian Lee: Sean Patrick Maloney 's Director of Communications Brynna Trumpetto: Sean Patrick Maloney's Director of Outreach and Grants Kayleigh Newman : Sean Patrick Maloney 's Legislative Correspondent HUD-18-0686-B-000178 January 9, 2018 Continued Tuesda BACKGROUND : The City has inspected the (Rip Van Winkle ) building several times since the initial fire incident a couple months ago. However , heating issues continue to persist. It was my understanding the City was going to take immediate action on it today and we are hoping to connect with Regional office tomorrow some time after 1030AM to ensure we are all on the same page. News article : http://www.poughkeepsiejournal.com/storv/news/local/2017 /1 0/30/ fire-rip-van-winkle-house/815218001 / 1:00 PM - 1:30 PM Check-In - Lynne and Matthew - - Conference Call - (202) 402-4601 Lynne will call Matthew at (202) 402-4601 to initiate the call. 1:15 PM - 2:00 PM Travel - NYRO to Newark FO -- PATH Train 2:00 PM - 3:00 PM Meeting with Mildred C. Crump, President of Newark Municipal Council - - Newark HUD Office - 1085 Raymond Boulevard, Newark, NJ From: Crump , Mildred C. [mailto:crumpm@ci.newark.nj.us ] Sent: Thursday, November 30, 2017 5:40 PM To: Patton, Lynne M ; Coressel, Jacie ; Urbina , Angelique M ; Gruson, Barbara Cc: Byrd, David J ; Crump, Mildred C. ; Blaney Jr., James A. Subject: RE: Meeting Request-- Secretary Carson Dear Ms. Patton, thank you so much for your prompt response regarding my request actually for David Byrd. I cannot even imagine the number of requests the Secretary must receive , That was a purpose in asking for Dr. Byrd. He was reared in Newark and I thought his familiarity with our community would make him the ideal representa tive of Secretary Carson. By the way, I was born and reared in Detroit on the West HUD-18-0686-B-000179 January 9, 2018 Continued Tuesda Side. Attended Sampson Elementary School , Chadsey High School, graduated from Cass Technical High School and Wayne State University in that order. Detroit born and bred. (smile) I am most appreciative that Secretary has agreed to allow you to attend in his stead. I do have the same request that Dr. David Byrd also be allowed to accompany you to Newark , if possible. To the purpose at hand: Newark has many low income housing units under the umbrella of public housing , There are mixed opinions as to the fate of these units. We need someone in authority to help us to decide what is best for our residents. The City of Newark would be more than grateful if you would place us on your list of priorities and establish a meeting as soon as possible. Your schedule shall establish the date and time. Thank you. Mildred C. Crump President, Newark Municipal Council (862) 754-0461 From: Patton, Lynne M [mailto:Lynne.M.Patton@hud.gov ] Sent: Monday, November 13, 2017 3:24 PM To: Coressel , Jacie; Urbina , Angelique M; Gruson , Barbara Cc: Crump , Mildred C.; Byrd, David J Subject: Re: Meeting Request-- Secretary Carson Thank you, Mrs. Crump. Pleasure to meet you. Please relay all relevant information to my assistant, Angelique, and advisor, Barbara, copied, and I will do my best to represent the Secretary & address your needs accordingly. Your issues & concerns are of my utmost priority. We appreciate your efforts in this regard & look forward to hearing from you. Lynne M. Patton Regional Administrator, Region II & Senior Advisor to Secretary Carson HUD-18-0686-B-000180 January 9, 2018 Continued Tuesda U.S. Department of Housing & Urban Development (212) 542-7100 lynne.m.patton@hud.gov On Nov 13, 2017, at 10:37 AM, Coressel , Jacie wrote: Good Morning Mrs. Crump, Thank you so much for your request. Regretfully, Secretary Carson is unable to meet regarding public housing issues in the city of Newark, NJ in the near future. As you can imagine , the Secretary receives a great number of requests and unfortunately not all can be accommodated . However, I have cc'd Lynne Patton, our Region II Administrator, who may be able to take this meeting in place of the Secretary . Please reach out to Lynne directly to see if she can meet in place of the Secretary. Thank you so much! Jacie Coressel Director of Scheduling I Office of the Secretary U.S. Department of Housing and Urban Development , HQ, Suite 10218 T: (202)-402-3823 IC:~~b )_(6_l --~I I E: victoria.j.coressel@hud.gov HUD-18-0686-B-000181 January 9, 2018 Continued Tuesda 3:00 PM - 4:30 PM Travel Newark FO to Residence HUD-18-0686-B-000182 January 10, 2018 Wednesda 8:30 AM - 9:30 AM Rent Reform Proposal - Region II -- FPM Conference Room Lynne and Stephen will meet in the FPM Conference Room to make final changes to Region ll's rent reform proposal. 9:30 AM - 10:00 AM Davis-Bacon Act Discussion -- FPM Conference Room 11:00 AM - 4:15 PM CPD A/S Rackleff Visit to NYRO -- Various 11 :00 AM to 12:30 PM: Listening Session at 26 Federal Plaza (Conference Rooms C & D - 6th Floor - 26 Federal Plaza) 12:30 to 1:15 PM: Visit sites with Enterprise in the NW Bronx 1:15 to 2:00 PM : Lunch - RA, A/S Rackleff , CPD Director Hom(@ Serviam Gardens) 2:00 to 3:30 PM : Section 4 Site Visits with Enterprise (Bronx) 3:30 to 4:15 PM : Trav el back to Hotel and New York Regional Office 4:30 PM - 5:30 PM Rent Reform (Part II) and Staffing Discussion -- FPM Conference Room 5:00 PM - 7:30 PM HUD Section 4 Grantee Event, hosted by Enterprise Community Partners -- Enterprise Community Partners, One Whitehall Street (between Stone & Bridge Streets, 11th Floor Save the Date. Details are forthcoming . HUD-18-0686-B-000183 January 11, 2018 Thursda 7:00 AM - 4:00 PM HOLD: Lynne at HHQ -- Washington, DC 2:30 PM - 3:00 PM MFH Tiormation - History, Closure Decisions, and Backfill Rules -- Conference Call Lynne would like to discuss the history of the implementation of the MFH Transformation , especially the involvement of Congresswoman Maxine Waters in the final negotiations over the closure of HUD multifamily offices with asset management staff. She'd also like to review the original plans for backfilling vacant positions and the current policy on backfilling vacant positions within Multifamily Housing. Stephen will dial Arden at (212) 542-7800 to initiate the call and will then conference in Lynne at (917) 355-3860. 4:10 PM - 4:25 PM Mandatory Meeting on CFC -- DepSec Conference Room 10106 All , The Deputy Secretary requested a quick mandatory meeting for all appointees this afternoon for a final push on CFC. If you are unable to attend, please send an email to Victoria Barton . Refreshments will be provided. 4:30 PM - 5:15 PM o Meeting - Asset Management Services -- DepSec Office/// Call out to Dana at - 202-679-3926 Attendees: DepSec Patenaude RA Lynne Patton Victoria Barton Dana Wade HUD-18-0686-B-000184 January 11, 2018 Continued Thursda Matthew Hunter Background: After debriefing with the Deputy Secretary on the feedback received from the NY Field office visit, she mentioned she would like us to have a call meeting regarding the issues Arden Sako/ow brought up regarding the policy change affecting the Asset Management Service offices and the fact that they are ineligible for promotions and the inability to backfill these positions. Connor will work with you and your staff to schedule a time that works best. Please loop in your executive assistants so he can work with them to schedule this. Lynne - DepSec indicated she wanted only you on the call so if you can please coordinate with the appropriate people to be fully prepared for this meeting that would be helpful. **Please ensure the policy change language and any other relevant material is included with the briefing material so that we can ensure a productive meeting. Dana/Lynne - whoever ever will be providing the briefing memo please send to myself and Connor Dunn 48 hours prior to when this meeting is scheduled. 5:30 PM - 6:00 PM Region II Rent Reform Proposal - DiscussRevisions -- Call Stephen will call Lynne at (917) 355-3860 to initiate the call. 6:00 PM - 7:30 PM Dinner - RA Patton and DepSec Patenaude -- Capitol Hill Club HUD-18-0686-B-000185 January 12, 2018 Frida 8:00 AM - 10:00 PM HOLD: DC Trip LP meeting with DSOHUD , Andrew Hughes , Deana Bass , Ben Hobbs , and Ja'Ron Smith 9:00 AM - 10:00 AM Rent & Welfare Reform -- HUD Headquarters - Room TBD - 10th Floor {DSOHUD Suite) From : "Hobbs, Benjamin R" Date: January 5, 2018 at 8 :50 :38 AM EST To: "Dunn , Connor M" , "Patton , Lynne M" , "Barton , Victoria L" Cc: "BassWilliams, Deana" , "Hughes, Andrew" Subject: Re: Affordable Housing EO/Bill Yep Get Outloo k for iOS From: Dunn , Connor M Sent: Thursday, January 4, 2018 5:51 :27 PM To: Patton , Lynne M ; Barton , Victoria L Cc: Hobbs , Benjamin R; BassWilliams , Deana ; Hughes , Andrew Subject: RE: Affordable Housing EO/ Bill Would a 9:00am -9:45am meeting work? From: Patton , Lynne M Sent: Thursday , January 04, 2018 5:48 PM To: Barton, Victoria L Cc: Hobbs , Benjamin R ; BassWilliams, Deana ; Hughes , Andrew ; Dunn, Connor M Subject: Re: Affordable Housing EO/Bill 9am works for me! HUD-18-0686-B-000186 January 12, 2018 Continued Frida Lynne M. Patton Regional Administrator , Region II & Senior Advisor to Secretary Carson U.S. Department of Housing & Urban Dev elopment (212) 542 -7100 lynne.m.patton@hud.gov On Jan 4, 2018 , at 5:42 PM, Barton, Victoria L wrote: DepSec is available to attend if this meeting was at 9 am ... Connor is looped it to help with coordination. Victoria Barton Deputy Chief of Staff Off ice of the Deputy Secretary U.S Department of Housing & Urban Development Washington, DC Office: 202.402.5957 I Fax: 202.708.3707 I Cell :f~b-)(G-)---~ From: Hobbs, Benjamin R Sent: Thur sday, January 04, 2018 5:23 PM To: Patton , Lynne M HUD-18-0686-B-000187 January 12, 2018 Cont inued Frida Cc: BassW illiams , Deana ; Hughes , Andre w ; Barton , Victor ia L Subject: RE: Affordable Hous ing EO/ Bill Good stuff! I assume somebody will send out a meeting invite .. . Ben Hobbs Office: 202 -402 -5025 Cell:j ~(b-)(6_) ___ ~ From: Patton , Lynne M Sent: Thursday , January 04, 2018 5:14 PM To: Hobbs, Benjamin R Cc: BassWilliams , Deana ; Hughes , Andrew ; Barton , Victor ia L Subject: Re: Aff ordable Housing EO/Bill Amazing! Let's do it then ! Thank you so much! Can' t wait to see the old HQ ! Lynne M. Patton Region al Administrator , Region II & Senior Advisor to Secretary Carson U.S. Department of Housing & Urban Developmen t (212) 542-7100 lynne.m.patton@hud.gov HUD-18-0686-B-000188 January 12, 2018 Continued Frida On Jan 4, 2018 , at 5:12 PM , Hobbs , Benjamin R wrote: Coincidentally I have a meeting hold for 1/ 12 at 11 :00am for putting more final touches on the rent reform bill. Thus, 1Oam would be better so I can take your ideas straight to that meeting at 11. The bill is set to go into HUD clearance and a draft to 0MB on the 1/ 16, tentatively. Everything big should be decided by then. The final version is due to 0MB on 2/ 1. o Ben Ben Hobbs Office: 202-402-5025 6 (b-)( _l ____ Cell :._l _. From: BassWil liams, Deana Sent: Thur sday, January 04, 2018 3:57 PM To: Patton, Lynne M ; Hobbs, Benjamin R Cc: Hughes, Andrew ; Barton , Victoria L Subject: Re: Affordable Housing EO/Bill 11 is better for me . but i can make both work . dbw HUD-18-0686-B-000189 January 12, 2018 Continued Frida Deana Bass Williams Deputy Chief of Staff U.S. Department of Housing and Urban Development C: l(b)(6) 11 Email: deana.bass@hud.gov From: Patton , Lynne M Sent: Thursday, January 4, 2018 3:50:56 PM To: Hobbs , Benjamin R Cc: BassWilliams , Deana ; Hughes , Andrew ; Barton , Victoria L Subject: Re: Affordable Housing EO/Bill Hey guys! Hope everyone had a safe new year ! Does 10am or 11am on Friday, January 12th work for everyone? If not, I can do earlier or later? Happy to send a calendar appt. Lynne M. Patton Regional Administrator, Region II & Senior Advisor to Secretary Carson U.S. Department of Housing & Urban Development (212) 542-7100 lynne.m.patton@hud. gov On Dec 28, 2017 , at 9:54 AM , Hobbs , Benjamin R wrote: Likewise. HUD-18-0686-B-000190 January 12, 2018 Continued Frida Ben Hobbs Office: 202-402-5025 ~ 5 Cell :~l (b_ l( _l ____ From: BassWilliams , Deana Sent: Wednesday , December 27, 2017 2:32 AM To: Hughes , Andrew ; Patton, Lynne M Cc: Hobbs, Benjamin R ; Barton , Victoria L Subject: Re: Affordable Housing EO/Bill works for me too. dbw Deana Bass Williams Deputy Chief of Staff U.S. Department of Housing and Urban Development C: l(b)(6) 11 Email: deana.bass@hud.gov From: Hughes , Andrew Sent: Tuesday , December 26, 2017 5:00:35 PM To: Patton , Lynne M Cc: Hobbs, Benjamin R; BassWilliams , Deana ; Barton , Victoria L Subject: Re: Affordable Housing EO/Bill This works for me if it works for everyone else. Thanks and happy holidays ! HUD-18-0686-B-000191 January 12, 2018 Continued Frida Get Outloo k for iOS From: Patton, Lynne M Sent: Tuesday , December 26, 2017 8:33 :44 AM To: Hughes , Andrew Cc: Hobbs, Benjamin R; BassWilliams , Deana ; Barton , Victoria L Subject: Re: Affordable Housing EO/Bill Good morning , team! Hope everyone had a great holiday! I'm off today & no rush, but since we mentioned that we were hoping to sit down or chat early January with the Dep Sec (and Ja'Ron , if he can make it), I checked my calendar and (even after moving things around) I'm afraid the earliest I can get there is Jan 11th or 12th due to a visit by Neal Ratcliff & some committed speaking engagements. So sorry. Does that work for everyone? Thanks so much for your collective time on this. You have no idea how much it means to me. Truly. Again , I would only need an hour of your time & I'm sure a lot of it has already been covered , but just hoping to share some quick field issues and policy loopholes that we see exploited in the field almost daily. Victoria - if I come down, maybe Pam will have time to kill two birds with one stone & have that multifamily meeting we had to reschedule too! Win win. Thanks everyone & hope Santa was good to you all!!! Lynne M. Patton Regional Administrator, Region II & Senior Advisor to Secretary Carson U.S. Department of Housing & Urban Development HUD-18-0686-B-000192 January 12, 2018 Continued Frida (212) 542-7100 lynne.m.patton@hud.gov On Dec 21, 2017, at 8:09 AM, Hughes, Andrew wrote: Thanks, Lynne! Get Outlook for iOS From: Hobbs , Benjamin R Sent: Wednesday , December 20, 2017 7:24:51 PM To: Patton, Lynne M; BassWilliams, Deana; Barton, Victoria L; Gruson, Barbara; Hughes, Andrew; McCall, Drew A Subject: RE: Affordable Housing EO/Bill Howdy Lynne, Great stuff! Happy to sit down and talk about these things. Looping in Andrew and Drew. There are two few moving parts here to sort out: 1. Rent Reform is very much baked into HU D's FY19 budget request that is due out in February . As such , a lot of this work has already been completed and we must get our Rent Reform bill done and over to 0MB by Feb 1. We are in the final stages now, but always welcome ideas and feedback. Rent Reform is legislative and only focused on the tenant aspects of Section 8, 9, 202 , and 811 , not the built housing stock portfolio or deregulation. Ja 'Ron has not been that involved in this project as this is HUD centric. He is aware of what we are doing, however, and is supportive. I'm happy to brief you on this effort and HUD-18-0686-B-000193 January 12, 2018 Continued Frida connect in early January. 2. The Executive Order is separate , comes from Ja 'Ron and DPC, and kicks off the Administration 's Welfare Reform agenda. The EO is instructing HUD to take administrative actions (of which we have identified many , but open to more) that will drive forward the Administration 's Welfare Reform goals . These actions can include things like deregulation, better accountability, better targeting , stronger work training programs , etc. Happy to have a more detailed conversation on that and see what more items we can add to our already grow ing list. However, let's not conflate this w ith the already signed de-regulatory EO as all de-regulations with this new EO should be focused on welfare reform principles. Ja 'Ron , I, Deana , and Andrew have been spearheading this together. When are you free for a call/meeting in early January? We can try and loop in Ja 'Ron, but I don 't think it is 100% necessary at this point since we already have our marching orders from him on the EO and Rent Reform is special to HUD. o Ben Ben Hobbs Office: 202-402-5025 )(S_ ) ---~ Cell: ~rb_ From: Patton, Lynne M Sent: Wednesday, December 20, 2017 1:26 PM To: Hobbs, Benjamin R ; BassWill iams, Deana ; Barton, Victoria L ; Gruson , Barbara Subject: Affordable Housing EO/Bill Good afternoon , Ben! HUD-18-0686-B-000194 January 12, 2018 Continued Frida Hope all is well! We miss your napkin waving up here in NYC! Loi. Hope you're getting ready to take some well-deserved time off during the holidays. Hope we ALL are ! Just wanted to circle up quickly as I've been chatting with the WH this week, given their divers ity outreach efforts , etc, and understand you've been working with Ja 'Ron on the affordable housing/welfare reform draft that the WH is currently developing. That said, I'm hoping to offer my assistance as a "voice from the field" as I've been having some critical conversations with countless developers , housing advocates , etc. that could prove helpful. I'm looping in both Deana & Victoria , as I think the Dep Sec is also hoping we can all sit down with you & Ja 'Ron to ensure everyone is on the same page & that we cover as much deregulation , prevailing wage and potential Section 8, 18, 202 , 118 & RAD conversion 2 policy reform as possible. Loi. I'm sure you 're on top of all of it, but would love to have at least one giant sit down with you both before the final version is released. Let us know what works best! Lynne M. Patton Regional Administrator, Region II & Senior Advisor to Secretary Carson U.S. Department of Housing & Urban Development (212) 542-7100 lynne.m.patton@hud.gov HUD-18-0686-B-000195 January 12, 2013 Continued FHday D-1 8-0686-B-0001 96 January 15, 2018 Monda 9:00 AM - 5:00 PM Martin Luther King Birthday Office Closed HUD-18-0686-B-000197 January 16, 2018 Tuesda 9:30 AM - 10:30 AM .. .. EnVision Center RA Briefing -- Conference Call - 1.877.336.1280 Access Code - ~b)(6) IHost Codel(b)( 6) I This is a mandatory meeting for ALL RAs. Please accept as soon as possible. 10:30 AM - 12:00 PM Final 10- Point Plan Working Session -- FPM Conference Room 2:00 PM - 2:30 PM Check in - Jake Dale, Lynne, and Stephen -- Call Lynne and Stephen will call Jake at (860) 402-5134 to initiate the call. HUD-18-0686-B-000198 January 17, 2018 Wednesda All Day 9:30 AM - 10:30 AM URBINA - Returns to New York Regional Office Full Staff Meeting for Political Appointees -- Departmental Conference Room Dial-in: 877 -848 -7030 6 Code: l._ (b-)( _) __ __. l(b)(6) I HostJ(b)(6) 1:00 PM - 1:4S PM EnVision Centers TF Mtg. -- OPA Conf. Rm. 10155 // Conf # 888-273-3658 3:15 PM - 4:00 PM Black History Month Conference Call (Brainstorm Session & Identify Date)@ 3:15PM -- Please See Dial-In Below Code: CONF LINE : 877- 848-7030 ACCESS CODE: 6 .__f bl_( l_ HOST: ~(Lynne 4:00 PM - 5:00 PM __. will dial -in as host) Meeting 10-Point Plan with Dean Ball, Deputy Director , State & Local Policy -- 26 Federal Plaza, New York, NV 10278 35th Floor, Room 3541 From: Dean Ball [mai1to:dball@manhattan-institute.org 1 Sent: Tuesday , November 07, 2017 5:08 PM To: Patton, Lynne M Cc: Urbina , Angelique M Subject: Re: Cancellation -- Secretary Ben Carson Fantastic ! (Caitlin and Jacie , will move you to BCC). Thank you so much for the opportunity --we'd be delighted. Angelique , please let us know when might look good on Lynne's ca lenda r when you get the chance. We will be flexible to her time/ location preference , of course. Dean Dean W . Ball Deputy Director, State & Local Policy Manhattan Institute for Policy Research 52 Vanderbilt Avenue , Third Floor New York , NY 10017 HUD-18-0686-B-000199 January 17, 2018 Continued Wednesda 646.839 .3339 From: Patton , Lynne M Sent: Tuesday, November 7, 2017 2:43 PM To: Dean Ball; Coressel, Jacie Cc: Thompson , Caitlin H; Urbina, Angelique M Subject: RE: Cancellation-- Secretary Ben Carson Thank you, Dean, for your prompt reply & perfect. Look forward to attending when Secretary Carson is rescheduled. Win win . In the interim , I would love to meet with you and your policy team and share my 10-point plan for Region II that piggybacks off the Secretary's larger reform plan for HUD. Would appreciate your input and expertise with respect to the same. Looping in my assistant , Angelique , to help identify a time. Thank you so much! Lynne M. Patton Regional Administrator , Region II & Senior Advisor to the Secretary on Public-Private Partnerships U.S. Department of Housing and Urban Development Jacob K. Javits Federal Building 26 Federal Plaza , Suite 3541 New York , NY 10278-0068 T : (212) 542-7100 I C: ~l(b_)(6_) ___ ~1I E: lynne.m.patton @hud .gov HUD-18-0686-B-000200 January 17, 2013 Continued Wednesday D-1 8-0686-8-000201 January 18, 2018 Thursda 8:00 AM - 8:45 AM Travel - Residence to Habitat Event in Queens -- 99 - 19 203rd Street, Hollis, Queens, NY 11423 Travel time estimate: 25-45 minutes Directions from Lynne Patton's Residence to 99-19 203 rd Street , Hollis, Queens . Arrive at 8:45 AM on Thursday , 1/ 18. Bring lunch. 8:45 AM - 4 :00 PM Habitat for Humanity Volunteer -- 99 - 19 203rd Street, Hollis, Queens, NY 11423 Directions from Lynne Patton's Residence to 99-19 203 rd Street , Hollis, Queens . Arrive at 8:45 AM on Thursday , 1/ 18. Bring lunch. Angelique RSVP RA Patton attendance to Amy Apple on 12/ 18/ 17 From: SEC OBSERVANCES Sent: Thursday , December 07, 2017 10:42 AM To: NYC All Staff including OIG Subject: SAVE the DATE & RSVP- Dr. Martin Luther King Jr. Day 2018Service Events January 11th & 18th What: To commemorate MLK Jr. Day volunteer with HUD! Choose one option ... o A full-day of volunteering with Habitat for Humanity NYC Habitat NYC builds and rehabilitates affordable homes with and for families and individuals in the 5 boroughs. Volunteers will assist with a single family home rehab in Jamaica Queens . We will have more information on the type of work we can expect closer to the date in January . This is a full day volunteer opportunity . NO CONSTRUCTION EXPERIENCE IS NECESSARY TO VOLUNTEER. Attached is a Volunteer Toolkit with general information about a typical volunteer day. More information about Habitat NYC can be found here . o A half-day of volunteering with Housing Works Housing Works is an organization that seeks to end the dual crises of homelessness and HIV/AIDS. Housing Works relies on its retail (thrift) stores to sustain its efforts. Volunteers at Housing Works UC Warehouse will assist with sorting and tagging clothes, jewelry , cookware , among other things. This is a half day volunteer opportunity. More information about Housing Works can be found here. When: January 11th or 18th, 2018 HUD-18-0686-B-000202 January 18, 2018 Continued Thursda o Habitat: Thursday , January 11th or Thursday , January 18th , 8am - 4pm o Housing Works: Thursday, January 18th , 9am - 1pm -Where: Queens Habitat: Queens Home Rehab Project , 202-02 111th Ave. Jamaica . Queens Take the subway to the Sutphin Blvd-Archer Ave/JFK Stop on the E/J/Z/LIRR Trains and Habitat will be providing a shuttle from there to the house. The Hollis Stop on the LIRR is also close to the house and street parking is available in the area. o Housing Works: LIC Warehouse , 48-49 35th St, Long Island City, Queens The closest subway is the 33rd St Stop on the 7 Train and there is street parking in the area. o How: To volunteer, email Amy Apple at amy.b.apple@hud.gov ASAP but no later than Friday, December 29, 2017 . Include your completed Administrative Leave Request form HUD-71 (attached) . Volunteers will be accepted on a first-come-first-serve basis . -Space is LimitedWe are looking forward to volunteering with you! IMPORTANT: Administrative leave can be approved for this volunteer opportunity . Participants must submit an administrative leave request in WebTA for approval by managers and supervisors. The administrative leave request must be accompanied by a completed form HUD-71 , attached. If there are questions regarding administrative leave please contac t the SEC. Participation in this event is strictly voluntary. Handbook 610.01 allows employees to engage in volunteer activities in their personal capacities . If participation in this activity could create a conflict of interest with your official duties, you must seek approval from agency ethics officials. Please contact John Cahill in OGC at John.J .Cahill @hud.gov . Check out photos from previous year's MLK Jr. Day service events! http:// content.a ovdel ivery. com/attachments /fancy images/USH UDOP HUD-18-0686-B-000203 January 18, 2018 Continued Thursda A/2016/03/785063/826627/mlk-day-service-2016 crop.jpg HUD's Special Emphasis Committee (SEC) facilitates, sponsors, and coordinates programs for the purposes of educating and promoting greater understanding and awareness of cultural diversity and HUD Departmental goals through events and observances throughout the y 1:00 PM - 2:00 PM Canceled: RA Weekly Call -- Conference Call - 1.877.336.1280 AccessCodel(b)(6) !Host CodeJ(b)(6) I Please note ; due to conflict in ADS Hunter's schedule, appointee meeting this morning will serve as RA weekly meeting. Weekly meeting will resume Monday , January 22 , 2018. 4:00 PM - 4:45 PM Travel - Habitat Event to Residence -- Hollis, Queens, NY to New Rochelle, NY 9:30 PM - 10:30 PM Possibility of Government Shutdown Conference Call -- Dial-in: (888) 675-2535 ; accesscode:l(b)(6) host code:kb)(6) IMr. Hunter to host) HUD-18-0686-B-000204 I; January 19, 2018 Frida 1:00 PM - 2:00 PM Possibility of Government Shutdown Conference Call -- Dial-in: (888) 675-2535; accesscode:l(b)(6) host codetb )(6) kMr. Hunter to host) 2:00 PM - 3:30 PM Open House Honoring Beth Zorc -- 10110 - 10114 Please join OGC for an open house honoring Beth Zorc. Beth served as the acting General Counsel from April 2017 until Paul Compton arrived . She worked on many key initiatives and provided legal leadership to the Department during the first year of this Administration . Beth is leaving OGC to become the Head of Public Policy for Wells Fargo in Washington , D.C. Please join us in thanking her for her service at HUD and wishing her well in her new position . We will be in the General Counsel 's suite. Please join us for light refreshments and fellowship. 4:00 PM - 4:30 PM Government Shutdown Preparation Call -- Conference Call Dial-In: (877)336 -1280 6 (b_ )(_ l_~ Access Code:~l HUD-18-0686-B-000205 January 22, 2018 Monda 11:00AM -12:00 PM Government Shutdown -- Dial- in: (888) 675-2535; accesscode:j(b)(6) 10:00 PM - 12:00 AM NYC HOPE Point-In-Time Homel ess Count -- TBD I Host Code~b)(6 ICHQ) OHS has scheduled the next HOPE count for 1/22/2018 . Lynne would like to participate. The NYRO team will check and register her for the count in early December. Here is NYC's main websites for the annual HOPE count with additional info: http://www1.nyc.gov/site/dhs/outreach/hope.page https://hope.dhsportal.nyc/ HUD-18-0686-B-000206 January 23, 2018 Tuesda 12:00 AM - 4:00 AM NYC HOPE Point-In -Time Homeless Count -- TBD Please See Above 10:15 AM -10:45 AM )(_6_ ) Celebration for~~b_ FPM : --~I-- FPM Conference Room Please join us in the FPM Conference Room at 10:15AM to wishl (b)(G) a Happy Birthday! ~--~ Thanks! 10:45 AM -11:15 AM Check-In with Samuel Miller -- RA Conference Room 3:30 PM - 4:00 PM Check- In - Lynne and Stephen -- Lynne's Office HUD-18-0686-B-000207 January 24, 2018 Wednesda 2:30 PM - 4:00 PM 4:00 PM - 4:30 PM 10-Point Priority Plan - Working Session -- FPM Conference Room Irvington HA -- VTC Good morning everyone , not sure if this time today will work for a discussion on Irvington HA, but am giving it a try as the rest of this week and most of next week is not an option for some in the group. Thank you! Call in number: 1-877-336-1839 b_)(6_l __ Code: ~._ 4:30 PM - 5:00 PM _, OGC Guidance - RAD II and Davis-Bacon Proposal -- RA's Conference Room HUD-18-0686-B-000208 January 25, 2018 Thursda 10:30 AM - 11:15 AM RAD II and Davis-Bacon -- Conference Call/RA's Office - 1-888 - 675 - 2535/ Code j(b)(6) * AT&T Call-In Number: 1-888-675-2535 * AT&T Access Code: ~l (b_ )(G_ )__ ~ * Host Password:f~b_ )(6_) _~ 3:00 PM - 4:00 PM R2 Priority List - Working Session -- RA's Conference Room - 1-888 -675 - 2535/ Codel(b)(6) * AT&T Call-In Number: 1-888-675-2535 * AT&T Access Code: l~ (b_ )(6_) __ 6 * Host Password:.... l(b_ )(_ )__ ~ _. HUD-18-0686-B-000209 January 26, 2018 Frida 10:00 AM - 10:30 AM Bond Recycling/Reallocation Pool Discussion -- RA Conference Room AT&TCall-In Number: 1-888-675-2535 AT&TAccess Code: ~M~ Host Password: b)(6) 10:30 AM - 11 :30 AM EnVision Center Meeting - - RA's Conference Room Discussion:General Overview of EnVision Centers, Working with Partners and Next Steps o ANCHOR PARTNERS Each EnVision Center will have one or more non-profit anchor partners taking the lead on establishing the relationship with Community Partners and Foundation Partners who will provide services and support. o COMMUNITY PARTNERS These are national and local non-profits who will provide services for the EnVision Centers. Community Partners form agreements with the Anchor Partner, not with HUD. oGOVERNMENT PARTNERS o FOUNDATION PARTNERS These are national and local foundations who offer financial support to advance the work of the EnVision Centers. Foundation Partners form agreements with the Anchor Partner , not with HUD. 1:00 PM - 1:30 PM Canceled: Regulatory Reform Briefing -- Departmental Conference Room All , HUD-18-0686-B-000210 January 26, 2018 Continued Frida Please join us in the Departmental Conference Room for a briefing on the Regulatory Reform efforts taking place at HUD. For those unable to attend, please find the dial-in information below. Dial In: 877-336-1280 Access Code: .... l(b_ )(_s J__ _. HUD-18-0686-B-000211 January 29, 2018 Monda 8:00 AM - 9:00 AM Travel to Airport 10:30 AM - 2:00 PM LGA-DFW AA Flight 1131 - 10:30AM - 1:53PM - - Confirmation: FETXHM 1:15 PM - 2:00 PM White House Daily Press Briefing -- FPM Conference Room The White House's Daily Press Briefing will be held at 1:15 PM (ET) today. Here is the link for the live broadcast on C-SPAN: https://www.cspan.org/video/? 440429-1 /wh ite-house-briefs-deputy-fbi-director-steps We'll meet in the conference room to watch it. (Lynne will watch remotely , if possible) 2:00 PM - 6:00 PM RA Patton at RA Meeting - - Fort Worth, TX 3:00 PM - 3:30 PM BGA/NYC Discussion -- Conference Call Dear Mr. Bright, Regional Administrator Lynne Patton looks forward to reconnecting with you on Monday at 3PM to discuss En Vision centers in New York City. She is interested in the East Harlem Center (Children 's Aid Society) located at 130 East 101st Street but is open to any site you may suggest. Below you call find the call-in number and access code. Have a nice weekend! AT&T Call-In Number: 1-888-675-2535 (b_ J(6_l __ AT&T Access Code:l._ Host Password: _. 6 ._l (b-)( -l --~ HUD-18-0686-B-000212 January 29, 2018 Continued Monda 6:00 PM - 6:30 PM Hotel: Fort Worth Club -- 306 West Seventh Street, Ft. Worth, TX 6:30 PM - 7:30 PM Dinner at~j(b_)_(6_)_____________ ~ HUD-18-0686-B-000213 January 30, 2018 Tuesda 7:30 AM - 8:30 AM Breakfast - Ft. Worth Club 8:00 AM - 7:00 PM RA Patton at RA Meeting -- Fort Worth, TX 8:45 AM - 9:30 AM Program Begins -- RA Conference Room, 28th Floor, Fort Worth Regional Office 9:30 AM - 1 :30 PM Meeting -See's Priorities and Goals 2018 1:30 PM - 2:10 PM Break/Lunch Catered in location 2:10 PM - 3:30 PM RA Role, responsibilities and expectations 3:30 PM - 5:30 PM Operational Protocols 5:30 PM - 6:30 PM Discussion-Site visit to TX Whi skey Ranch 7:00 PM - 8:30 PM 9:00 PM - 10:30 PM Dinner at f... b_)_(6_)______________ __. State of the Union Address - - House Chamber of the U.S. Capitol Building, Washington, DC White House Live Stream: https://www.whitehouse.gov/live/ Guests: https ://www. wh itehouse .gov/briefings-statements/presidentdonald-j-trump-first-lady-melan ia-tru mp-announce-special-guests-stateunion-address/ HUD-18-0686-B-000214 January 31, 2018 Wednesda 7:30 AM - 8:45 AM Breakfast at the Fort Worth Club 8:00 AM - 7:00 PM RA Patton at RA Meeting -- Fort Worth, TX 8:45 AM - 9:00 AM RA Meeting Begins -- 28th Floor 9:00 AM - 10:00 AM Policy Direction and input (RA's role) 10:00 AM - 10:30 AM Operating/Strategic 10:30 AM - 11 :30 AM Plan Review Irvington HA -- Conference Call Topic : Irvington HA * Time: 10:30 AM (ET) * AT&T Call -In Number : 1-888 -675-2535 5 * AT&T Access Code: ~f b_)(_l __ ~ 6 * Host Password:~l(b_l(_l _~ 10:30 AM - 10:45 AM Break 10:45 AM - 11 :30 AM Special Guest: Pete Geren, President and CEO of the Sid Richardson Foundation in Fort Worth, TX 11:30 AM - 2:00 PM Working Lunch - Lunch to be Catered in Community Engagement 2:30 PM - 3:30 PM Disaster response and recovery lessons learned 3:30 PM - 4:30 PM Public Affairs efforts 4:30 PM - 5:30 PM Identify open discussion item s for tomorrow's 6:00 PM - 7:00 PM meeting. Dinner at! (b )(6) l(b )(6) 7:30 PM - 8:00 PM l(b)(6) HUD-18-0686-B-000215 February 1, 2018 Thursda 7:30 AM - 9:00 AM Breakfast at the Fort Worth Club 8:00 AM - 3:30 PM RA Patton at RA Meeting -- Fort Worth, TX 9:00 AM - 11:00 AM Program begins in Heritage Room - Open Discussion-- 11th Floor 11:00AM - 12:00 PM Future Issuesand closing 3:30 PM - 8:00 PM DFW- LGA AA Flight 2182 3:39PM - 7:54 PM -- Confirmation: FETXHM 4:20 PM - 4:35 PM MEETING with Special Guest Speaker -- Dep artmental Conference Room Please join the Secretary as he welcomes a special guest to address our political staff tomorrow afternoon at 4:25 pm. Please be seated in the Departmental Conference Room by 4:20 PM. The conference call number is below for people located outside of HQ: 1-888-684-8852 Access code: 6 ._l (b-)( _l _ ____, HUD-18-0686-B-000216 February 5, 2018 Monda 5:00 PM - 5:30 PM EnVision Center and BGCA Update -- Call-In Number: 1-888-675-2535 * Time : 5:00 PM (ET) * AT&T Call-In Number : 1-888-675-2535 * AT&T Access Code: ._~ b-)(5_l __ _. 6 * Host Password: ~l (b-)(_l_~ 5:30 PM - 8:00 PM Kb)(6) HUD-18-0686-B-000217 February 6, 2018 Tuesda 11:00AM -12: 00 PM G.O.A.L. Follow-Up Meeting -- Regional Administrator 's Conference Room - 26 Federal Plaza - Room 3541 - 35th Floor - NYC, NY My apologies for the back and forth on rescheduling the meeting but the meeting will be held for Tuesday , February 06, 2018 at 11AM. Best, Angelique Hi Emily, Susan and Hope, I hope this ema il finds you well. Unfortunately, we are going to have to reschedule this meeting. Would Thursday at 3PM work for you? Sorry about the inconvenience! Regards, Barbara Gruson 12:00 PM - 12:30 PM BGCA Discussion -- RA's Conference Room/Call - In Number: 1-888-675 -2535 Dear Mr. Bright, Regional Administrator Lynne Patton looks forward to reconnecting with you on Tuesday at 10:30AM to discuss En Vision centers in New York City. She is interested in the East Harlem Center (Children's Aid Society) located at 130 East 101st Street but is open to any site you may suggest. Below you shall find the call-in number and access code. PLEASE NOTE : If 10:30AM does not work I will move the meeting to Tuesday at Noon. Thank you! HUD-18-0686-B-000218 February 6, 2018 Continued Tuesda AT&T Call-In Number: 1-888-675-2535 AT&T Access Code:l~(b_ )(6_ ) -~ Host Passwordl(b)(G) 2:30 PM - 3:00 PM NYSAFAH Proposal - Draft Letter -- FPM Conference Room Lynne , Ventura, and Stephen will review NYSAFAH's draft letter and proposal related to RAD 11and Davis-Bacon wages. Call-In Info for Ventura: Call-In: Access Code: 1-877-336-1839 ? b)(G) Host Password: 4:15 PM - 4:45 PM RBD - "Big U" Project - Status Update -- Call Call-In: Access Code: Host Password: 6:30 PM - 9:00 PM 1-877-336-1839 ? l(b)(6) HUD-18-0686-B-000219 February 7, 2018 Wednesda 12:30 PM - 1:30 PM Lunch with Sydelle Knepper -- Takahachi - 145 Duane Street, New York, NV From: Sydelle Knepper [mailto:sknepper@skamarin.com ] Sent: Monday, January 22, 2018 9:28 AM To: Patton, Lynne M Cc: Urbina, Angelique M Subject: Re: Lunch - Sydelle Knepper, SKA Marin Looking forward to lunch when all of this is resolved Sydelle Sent from my Verizon , Samsung Galaxy smartphone -------- Original message -------From : "Patton , Lynne M" Date: 1/22/ 18 9:26 AM (GMT-05:00) To : Sydelle Knepper Cc: "Urbina , Angelique M" Subject: RE : Lunch - Sydelle Knepper, SKA Marin Thank you. Angelique will be in touch when permitted. From: Sydelle Knepper [mailto:sknep per@skamar in.com] Sent: Monday , December 18, 2017 12:54 PM To: Urbina , Angelique M Subject: RE: Meeting I think that this is general. She wanted to follow-up on some of our earlier conversations concerning senior housing and Section 202, more use of the FHA 221 d4 program etc. Thanks . Sydelle Knepper SKA Marin 98 Cutter Mill Road Suite 342 South Great Neck, NY 11021-3036 11 phone 516.466.9581 ext. 101 1:21email sknepper@skamarin.com 3:00 PM - 3:30 PM 17 fax 516.466.9695 I -leJweb www.skamarin.com Davis- Bacon & RAD II - Proposal -- Call Topic : Region II proposal for reinter preting the application of Davis- Bacon wage rates to RAD II projects Lynne Patton and Stephen Murphy will call Tim Petty at (202) 402-5976 to HUD-18-0686-B-000220 February 7, 2018 Continued Wednesday initiate the call. D-1 8-0686-8-000221 February 8, 2018 Thursda 10:30 AM - 11 :00 AM Media Meeting -- FPM Conference Room 11:00AM - 12:30 PM Davis- Bacon - Working Session -- FPM Conference Room 1:00 PM - 2:00 PM Black History Month Celebration -- FPM Conference Room FPM-NYC Team- Lynne would like to watch the Black History Month Celebration webcast as a team in our conference room. Please join us at 1 PM on Thursday , 2/8. Popcorn will be provided! From: Office of Public Affairs Sent: Monday , February 05, 2018 2:08 PM Subject: Celebration Reminder: Black History Month Dear Colleagues, Please join Secretary Ben Carson and the Robert C. Weaver Chapter of HUD-18-0686-B-000222 February 8, 2018 Continued Thursda Blacks in Government in celebration of Black History Month 2018 on Thursday, February 8. National Museum of African American History and Culture (NMAAHC) curator Dr. Krewasky Salter will join the program to discuss this year's theme , African Americans in Times of War. Dr. Salter, a United States Army Colonel (retired), curated the NMAAHC inaugural exhibition: Double Victory: The African American Military Experience currently on display. Headquarters staff may attend the program in the Brooke-Mondale Auditorium at 1:00 p.m . EST. Regional and field office staff may view the event at http://webcast.hud.gov . Thank you, Office of Public Affairs 1:00 PM - 2:00 PM Black History Month Celebration -- Brooke - Mondale Auditorium and via Webcast Dear Colleagues, HUD-18-0686-B-000223 February 8, 2018 Continued Thursda Please join Secretary Ben Carson and the Robert C. Weaver Chapter of Blacks in Government in celebration of Black History Month 2018 on Thursday, February 8. National Museum of African Amer ican History and Culture (NMAAHC) curator Dr. Krewasky Salter will join the program to discuss this year's theme , African Americans in Times of War. Dr. Salter, a United States Army Colonel (retired), curated the NMAAHC inaugural exhibition : Double Victory: The African American Military Experience currently on display. Headquarters staff may attend the program in the Brooke-Mondale Auditorium at 1:00 p.m. EST. Regional and field office staff may view the event at http://webcast.hud.gov . Thank you, Office of Public Affairs 3:00 PM - 4:00 PM All Employee Meeting -- 36th Floor Conference Room 3:00 PM - 3:45 PM All- Employee Meeting - New York Regional Office - - Room 36- 108 - 36th Floor Training Room - 26 Federal Plaza - New York, NY New York Regional Office Colleagues , Please join me for an All-Employee Meeting at 3 PM on Thursday, February 8th , on the 36th Floor in Room 36-108. I'd like to review the procedures and guidelines for a federal government shutdown with you. As you know, Congress is still working through negotiations and final votes for extending funding past midnight on Thursday, 2/8. However, I would like all of us to be prepared and to review the latest guidance together. I'm looking forward to seeing you at 3 PM! HUD-18-0686-B-000224 February 8, 2018 Continued Thursda Lynne M. Patton Regional Administrator, Region II & Senior Advisor to the Secretary on Public-Private Partnerships U.S. Department of Housing and Urban Development Jacob K. Javits Federal Building 26 Federal Plaza, Suite 3541 New York , NY 10278-0068 HUD-18-0686-B-000225 February 12, 2018 Monda 2:30 PM - 3:00 PM Travel: NVRO to 1SO Greenwich Street https://www.google.com/maps/dir/26+Federal+Plaza,+New+York,+NY+ 10278/Four+World+ Trade+Center,+ 150+Greenwich+St,+New+ York,+NY + 10007/@40.7 12782,-74.0106629,17z/am=t /data=!3m 1 ! 5s0x89c25a19f1335beb:0xad0170a731cdc4b0!4m14!4m13!1 m5!1 m1 ! 1s0x89c25a21 dc86e067:0x1 a337cd22733363f!2m2!1 d-74.0046583! 2d40.7156315!1 m5!1 m1 !1s0x89c25a19fa24b37b:Oxe82cd7d29692669c! 2m2!1d-74.0122901!2d40.7102889!3e0 3:00 PM - 4:00 PM CONFIRMED - Continuum Care Funding w/HPD- 42ND Floor, Conference Room A. Maria Torres -- NEW LOCATION: 150 Greenwich Street GOOD MORNINING AND HEADS UP EVERYONE, THIS MEETINGS LOCATION IS BE MOVED TO THE OFFICES OF STEVE BANKS. PLEASE STAND BY FOR DETAILS. THANK YOU , Donna McDew-Brinson Executive Assistant to Deputy Commissioner Molly Park HPD, Office of Development Main 212 863-6400 Direct 212 863-6367 Fax 212 863-5045 brinsond@hpd.nyc.gov 4:45 PM - 5:45 PM Davi s-Bacon - Working Session -- FPM Conference Room HUD-18-0686-B-000226 February 13, 2018 Tuesda 6:00 AM - 8:00 AM Travel to LGA Airport 8:00 AM - 9:30 AM AA-Flight 4754 LGA- DC 8AM-9:34AM -- Airport 11:00AM -12:00 PM Judicial Receivership Briefing - OGC and RA Patton -- Room 7124 - FPM Conference Room - HUD Headquarters - 451 7th Street, SW - Washington, DC 12:30 PM - 1:00 PM Lynne Patton RE: NYCHA -- Deana 's Office 10226 (Brown Bag Lunch Optional) 1:00 PM - 2:00 PM Thomas Flood -- Rm 8254 2:00 PM - 2:30 PM Cancel.llow up - Meeting on Asset Services -- DepSec Office All, we are going to have to reschedule this meeting. DS Patenaude will not be in the office today. Attendees: DepSec Patenaude RA Lynne Patton Victoria Barton Dana Wade Matthew Hunter Suzanne Tufts Background: After debriefing with the Deputy Secretary on the feedback received from the NY Field office visit, she mentioned she would like us to have a call HUD-18-0686-B-000227 February 13, 2018 Continued Tuesda meeting regarding the issues Arden Sokolow brought up regarding the policy change affecting the Asset Management Service offices and the fact that they are ineligible for promotions and the inability to backfill these positions. Connor will work with you and your staff to schedule a time that works best. Please loop in your executive assistants so he can work with them to schedule this. Lynne- DepSec indicated she wanted only you on the call so if you can please coordinate with the appropriate people to be fully prepared for this meeting that would be helpful. 4:00 PM - 6:00 PM WHITE HOUSE BLACK HISTORY MONTH HUD-18-0686-B-000228 February 14, 2018 Wednesda 6:00 AM - 8:00 AM Travel to DC Airport 8:00 AM - 9:30 AM AA-Flight 4750 DC - LGA 8AM-9:29AM -- Airport 11:30AM - 12:30 PM OGC General Counsel Compton & RA Patton -- FPM Conference Room Lynne Patton will meet with OGC General Counsel Paul Compton and OGG Deputy General Counsel for Operations Linda Cruciani during their visit to the New York Regional Office 12:30 PM - 1:30 PM AFFH Briefing for RA -- FPM Conference Room Discuss roll-out of AFFH , recent policy changes , and basic AFH review and approva l 1:30 PM - 2:00 PM REAC Reform -- FPM Conference Room, 7124 - Dial-in: (888) 675 -2535 ; accesscode:i(b)(6 ) code:l(b)(6*HQ to host) I host All- Apologies for the inconvenience , bumping this to next week. Please let me know if this works for everyone. 3:30 PM - 4:00 PM PIH Letter to NYCHA - SDNY Feedback -- 877 - 873 -8017, codel(b)(6 ) That time works for me. Looping in Dane. ~-~ From: Blom , Dominique G Sent: Wednesday , Februar y 14, 2018 1:21 PM To: Patton, Lynne M Cc: Dupre , Brian A Subject: Re: PIH Letter to NYCHA - SONY Feedbac k Tha nks Lynn. Let's plan for 3 :30, if that time works for Brian . Dom inique On Feb 14, 2018, at 1:12 PM, Patton , Lynne M wrote: HUD-18-0686-B-000229 February 14, 2018 Continued Wednesda Hi Dominique & Brian! My apologies for the untimely reply, as I was on a flight back to NYC and then went straight into back to back meetings. But a call would be great! I'm free anytime after 3PM ... let me know if that works, if not, I can adjust my calendar for tomorrow too! Much appreciated! From: Blom, Dominique G Sent: Wednesday, February 14, 2018 9:54 AM To: Patton, Lynne M Cc: Dupre, Brian A Subject: Fwd: PIH Letter to NYCHA - SONY Feedback Hi Lynn, If you are at HQ today , can we touch base on this. Otherwise , I will call you so we can decide whether the bullets below should be in the letter to NYCHA. Thanks , Dominique Begin forwarded message: From: "Dupre, Brian A" Date: February 13, 2018 at 5:52:50 PM EST To: "Blom , Dominique G" , "Forrester, Althea M" , "Wadhams, Unabyrd" , "Woll Jr, David C" , "Flores , Virginia" Cc: "Narode , Dane M" , "Grim , Jennifer M", "Scott, Laura M" Subject: PIH Letter to NYCHA - SONY Feedback All, HUD-18-0686-B-000230 February 14, 2018 Continued Wednesda I spoke with SONY today regarding the draft letter providing NYCHA an additional month. SONY's preference is that the letter include the core aspects of the term sheet that have already been agreed to. SONY's view is that the bargaining position of the Government is strengthened by HUO's inclusion of those bullet points in the letter. SONY requested a minor edit of those bullet points as follows (and attached): Since December 22, 2017, we understand that NYCHA and SONY have made serious strides progress toward an agreement that would achieve the following: o NYGHA will create a Compliance Department, an Environmental Health and Safety Department , and a Quality Assurance Unit. o NYGHA will cease prohibited practices in the PHAS inspection process. o NYCHA will agree to a federal monitor who will have oversight in areas including, but not limited to, lead-based paint hazards, mold, heating , elevator maintenance , Integrated Pest Management , and the suitability of NY CHA 's current organizational structure. o NYCHA will meet specified benchmarks with respect to the above conditions. o NYCHA will take certain specified immediate actions to reduce lead-based paint hazards. o NYCHA will create a Compliance Department , an Environmental Health and Safety Department , and a Quality Assurance Unit. o NYCHA will cease prohibited practices in the PHAS inspection process. SONY sees the "specified benchmarks" as an important aspect of the term sheet. If PIH chooses to include bullets , SONY would want all of the core aspects of the term sheet included (i.e. it would not be helpful to only list lead and PHAS, and not include the federal HUD-18-0686-B-000231 February 14, 2018 Continued Wednesda monitor, the benchmarks, and the new departments). Should PIH choose to simply say something to the effect of "sufficient progress has been made," without any specifics , that would not be ideal from SDNY's view, but they would not object. Our view is that it is ultimately a PIH/program counsel decision. Regarding the letter being made public , I don 't see that as a concern , nor does SONY. I will be in the office for a bit longer if anyone would like to discuss. Thanks, Brian Brian A. Dupre Assistant General Counsel , Administrative Proceedings Division U.S. Department of Housing & Urban Development Office of General Counsel Office of Program Enforcement 1250 Maryland Ave, SW , Suite 200 Washington, DC 20024 Phone: (202) 245 -4138 HUD-18-0686-B-000232 February 15, 2018 Thursda 10:30 AM - 11 :00 AM Check-In - Part I - Stephen and Lynne -- Lynne's Office 1:00 PM - 1:45 PM CDBG Timeliness Test - RA Briefing -- FPM Conference Room/Conference Call Bill O'Connell will provide a briefing for the RA on the CDBG Timeliness Test. Lynne and Stephen will call Bill to initiate the call. 3:00 PM - 4:00 PM Communications Conference Call -- Dial- in = (888) 675-2535 / 6693228 o o o AT&T Call-In Number: 1-888-67 5-2535 AT&T Access Code : (b)(G) Host Password: (b)(G) HUD-18-0686-B-000233 February 16, 2018 Frida All Day Urbina AWS Day Off 11:00AM - 3:00 PM LISC Section 4 Site Visits - - TBD Sites - Bronx, NY .. o From: Eva Alligood [mailto:EAlligood@lisc.org ] Sent: Friday, December 22, 2017 1:16 PM To: McNally, Charles E Cc: Edward Ubiera Subject: Follow up to our discussion about USC's HUD Section 4 program Hi Charles, It was great meeting you earlier this fall over the phone to discuss the impact that LISC NYC's and Enterprise's HUD Section 4 capacity building programs have on the field of community development here in the New York region. As we described, LISC has three program offices in HUD Region II - New York City, Newark and Buffalo - all of which provide HUD Section 4 funds to local community organizations carrying out vital community development work. As a follow up to the meeting, we discussed the opportunity to have Regional Administrator Lynne Patton tour some of this work with us. We 'd be delighted to introduce her to some of our CDC partners doing amazing community development projects in HUD Region II. We would like to include our sister sites in Newark and Buffalo as well. Could you let us know what dates might be possible in January/February? To provide you with some background on LISC NYC's HUD Section 4 grant making, attached please find a list of grantees who have received funds from us in 2017 , along with summaries of the work the funds support. I've also enclosed a 2-page description of our program which provides a more in-depth look at a couple of the groups that have been funded and how the program builds their capacity. Thanks and we truly look forward to setting up a tour with Lynne Patton , you and other HUD Region II staff in the new year. HUD-18-0686-B-000234 February 16, 2018 Continued Frida In the meantime , best wishes for the holiday season . Sincerely , Eva www.lisc .org/nyc Eva Neubauer Alligood Deputy Directo r P 212 455 9375 E ealligood@lisc.org 501 Seventh Avenue , 7th Floor New York , NY 10018 http://facebook.com /LISC.NYC http://twitter.com /lisc nyc HUD-18-0686-B-000235 February 19, 2018 Monda 8:00 AM - 7:00 PM Washington 's Birthday /President Day- Office Closed HUD-18-0686-B-000236 February 20, 2018 Tuesda 12:30 PM - 2:00 PM Meet with Sean Moss -- Takahachi 145 Duane Street, New York, NY Hi Angelique Please accept this as a request to meet with Administrator Patton. The purpose is a courtesy visit to congratulate her on the appointment. You can reach me at 718 304 32 10 Thanks Sean 3:00 PM - 4:00 PM Garden Spires Update -- FPM Conference Room/Call Arden Sokolow and Dean Santa from the Office of Multifamily Housing will update the RA, ORA, and FOO on the latest status of Garden Spires * AT&T Call-In Number: 1-888-675 -2535 * AT&T Access Code: * l~ (b_ )(G_ l __ Host Password: ._l (b_)(G_ )_ ~ ___. HUD-18-0686-B-000237 February 21, 2013 Wednesday 1:13!) PM - 3:00 PM HOLD: PRIORITY VISIT February 22, 2018 Thursda 11:00AM - 12:00 PM 7th Annual Federal Inter -Agency Celebration of National African American History Month - 2-22- 18 26 Federal Plaza -6th Floor Conference Rooms A & B 12:30 PM - 1:00 PM Travel HUD-18-0686-B-000239 February 23, 2018 Frida 12:30 PM - 2:00 PM Meeting/Lunch with NYC Councilman Ritchie Torres -- Takahachi 145 Duane Street, New York, NY On Feb 8, 2018, at 4:28 PM, Torres , Ritchie wrote: Ms. Patton: Who is the best person to contact for scheduling? I am Ccing my Special Assistant, Romina Enea, who can work with your scheduler to set up either a meeting or a lunch or both? Looking forward to getting together. Best, Ritchie 2:00 PM - 4:00 PM HOLD Per Lynne Patton HUD-18-0686-B-000240 February 25, 2018 Sunda 2:00 PM - 5:00 PM Harlem GOP Black History Event -- 215 West 125 street, 4th floor.New York, NY 10027 CUNY IHUB (Between Adam Clayton Powell Blvd and Frederick Douglass Blvd.) From: Dawn S [mailto j(b)(6 ) t@gmail.com ] Sent: Wednesday , February 07, 2018 12:38 PM To : Urbina, Angelique M Cc: Oz Sultan Subject: Request for Lynne Patton to speak at Harlem GOP Black history event on February 25 Hello, It was a pleasure speaking with you yesterday. As per our conversation with you Angelique , we are requesting to have Ms. Lynne Patton speak at our Black History event on Sunday, February 25, 2018. My name is Dawn Simmons and I am Co-chair of the Harlem Republican Club. I am also the Republican 70th AD District Female Leader and NY State committeewoman. Currently we are resurrecting the club which was originally founded as the North Harlem Republican Club in the 1930's and then again in 2003 as the Harlem Republican Club. Unfortunately, the club disbanded after a few years. During the 2016 election year I openly supported President Trump as one of the first African-Americans on TV on the Larry Wilmore show. (https://www.youtube.com/watch?v=NyslTFb Wbs ) Although our support was on a comedy show, those of us who were on the show felt strongly for Candidate Trump candidacy. (And was heavily criticized for it immediately afterwards) However , that did not deter me as I also was an alternate Trump delegate. When I ran for City Council for the Special election in Harlem on February 14, 2017, it came to light that me, a life-long Harlem resident , was Republican unbeknownst to my friends and family. During this time, people showed interest in the Republican Party and mentioned secretly to me that they would like to see more of Washington (and our President) in Harlem. From the feedback, we knew we had to start the club back up. Coupled with the Metropolitan Republican Club and our current NY County Chairwoman Andrea Catsimatidis , (as well as our previous County Chair Adele Malpass who was VERY supportive as she and I searched for space in Harlem to have Dr. Ben Carson come and speak about his book when he was a candidate for president) we have been having meetings , and we had a Christmas Party that was well attended by both Harlemites as well as Republicans throughout Manhattan. My Co-chairperson Oz Sultan campaigned for President Trump and our fellow Harlemite John Burnett hosted Dr. Carson when he came to Harlem to Sylvia's restaurant to meet the people of Harlem. For Black History Month , it is very important that we have an impactful event with someone who is a strong Trump advocate , who knows him personal but yet a good speaker and one who understands the struggle. Being the Regional Director from HUD is a wonderful position in that Ms. Patton can speak candidly and first-hand about the state of housing in this historically black neighborhood, which is quickly gentrifying. We proposed to have Ms. Lynne Patton speak, because, when I heard her speak at the Republican National Convention , I felt her passion, empathy and her HUD-18-0686-B-000241 February 25, 2018 Continued Sunda wanting to share her experience with the people in the room . She was one of the realest and on-point speakers at the convention. She addressed issues of race, economics and the Republican Party and I was moved by her speech. I hope that Ms. Patton will come to speak to us in Harlem for our Black History Event which will be on Sunday, February 25 , 2018 from 2-5pm. If she is unable to attend , we hope that she would be able to come in March for Women 's History Month in March. The event will be with Harlem/Manhattan Republicans and friends /guest of the Republican party. It is not an event to protest or disparage the work of our government, HUD or Ms. Patton. Please feel free to contact me if you have any questions , comments or concerns. Thank you and kind regards , Dawn Simmons fb)(6) 1. HUD-18-0686-B-000242 February 27, 2018 Tuesda 12:30 PM - 1:30 PM 4:00 PM - 5:00 PM Check-In/Lunch with Henry Comas - - TBD NYCHA Check- In with RA and DRA -- FPM Conference Room Lynne, Stephen , and Luigi will discuss the latest development with NYCHA and discuss HUD's oversight role and monitoring activities HUD-18-0686-B-000243 February 28. 2013 Wednesday 12:00 am - 12:00 AM Murphy - Out of Office March 1, 2018 Thursda All Day Murphy - Out of Office Please See Above 9:00 AM - 5:00 PM MAY WORK FROM HOME HUD-18-0686-B-000245 March 2, 2018 Frida 12:00 AM - 12:00 AM Murphy - Out of Office Please See Above All Day A Urbina AWS Day Off HUD-18-0686-B-000246 March 6, 2018 Tuesda 11:00AM - 1:00 PM 11:45AM - Weill Cornell -- 1305 York Avenue 1:00 PM - 3:00 PM DO NOT BOOK 3:30 PM - 4:00 PM Lynne and Stephen - Check-In -- Lynne's Office 4:00 PM - 4:30 PM Dane Narode - NYCHA Update -- Call Lynne and Dane Narode of OGC will discuss the latest developments with NYCHA and the SONY investigation. 5:00 PM - 7:00 PM BLOCK HUD-18-0686-B-000247 March 7, 2018 Wednesda 9:00 AM - 1 :00 PM o .. ACTION REQUIRED: FY18 Q2 Executive Leadership Forum - UPDATE -- BMA A&B *For planning purposes, if you have not done so already please indicate your attendance or absence* HUD Quarterly Executive Leadership Forums provide education and development for all Senior Executive Service members , Senior Leaders and Administrative Law Judges. This installment will feature a presentation by FranklinCovey entitled What the CEO Wants You to Know: Building Business Acumen. This course will help executives learn how the five essential elements of business customers, cash, growth , margin , and velocity - help employees align their efforts more closely with their organization 's overall business goals . FranklinCovey is the world leader in helping organizations achieve results that require lasting changes in human behavior , often the most difficult challenge any organization faces. The organization provides content, tools , methodology, training and thought leadership , all based on a foundation of unshakeable principles and proven practices. Please note the following: o o o o Bring with you the strategy of focus for your team (The attached document may be helpful in clarifying your strategy) Be prepared to discuss what prevents your team from getting work done Lunch will not be served . However , there will be a 15-minute break (see agenda) and the session will end promptly at 1pm . Training credit for your participation in this event will be provided via HUD Virtual University. If there are any questions or concerns regarding this event , please email OER@hud.gov . HUD-18-0686-B-000248 March 8, 2018 Thursda 10:00 AM - 11 :00 AM .. Small and Disadvantaged Business Utilization briefing -Agenda and PowerPoint added -- HQ Conference Room 2116 and via VTC Small and Disadvantaged Business Utilization (OSDBU) briefing by Jean Lin Pao, Director of the OSDBU. You may visit OSDBU 's website, https://www.hud.gov/proqram offices/sdb , for more information. Agenda and more details to follow. The OSDBU briefing will focus on the following themes: o OSDBU functions o Maximizing small business participation in federal /HUD contracting o Role of the field o Spotlight on the HUBZone program" Thank s Veronika 1:00 PM - 2:00 PM BlissTowers at Hudson Housing Authority & Congressman Faso's Request -- FPM Conference Room/Conference Call Call-In Information for Bill, Lisa, and Charlie: HUD-18-0686-B-000249 March 8, 2018 Continued Thursda 1-888-675-2535 Access Code~fb)(G_ )_~ Host Password ~b)(G) From: Patton , Lynne M Sent : Wednesday, M arch 7, 2018 9:49 AM To: O'Connell , William T Cc: Pugliese, Lisa M ; M cNally, Charles E; Gruson, Barbara; Murphy, Stephen E; Alvarez, Olga R; DALE, JACOB T Subject : Re: Faso calls on feds t o fix Bliss Towers I Hudson Valley 360 Thanks team. I want a conference call about this issue at 1 PM tomorro w with everyone on this email. We will send the calendar appt. Lynne M. Patton Regional Administrator, Region II & Senior Adv isor to Secretary Carson U.S. Department of Housing & Urban Development (212) 542 -7100 lynne.m.patton@hud.gov On Mar 7, 2018, at 9:45 AM , O'Connell , William T wrote: Let me call up our most recent correspondence with the Congressman and I believe Lisa has some updated information that may allow for HUD-18-0686-B-000250 March 8, 2018 Continued Thursda some further action. We will get back on this shortly so everyone has the most updated information. Unfortunately , understaffing and declini ng funds both at HUD and for the Housing Authorities makes addressing problem issues everywhere harder and harder. From: McNally , Charles E Sent: Wednesday, March 7, 2018 9:31 :46 AM To: Gruson, Barbara; Patton, Lynne M; Pugliese, Lisa M; O'Connell, WilliamT Cc: Murphy, Stephen E; Alvarez , Olga R; DALE , JACOB T Subject: Re: Faso calls on feds to fix Bliss Towers I Hudson Valley 360 Thanks for flagging this Barbara. Adding Lisa and Bill. This was on our weekly report on 1/24 and 1/31. Here's the 1/31 entry: o Remy Fortin of Congressman John Faso's office has been in contact with the Buffalo Field Office about a public housing development - Bliss Towers - which is run by the Hudson Housing Authority. The HUD Real Estate Assessment Center (REAC) conducted a physical inspection on August 11, 2017 ; they received a failing score of 54/ 100. Hudson 's RAD application was submitted November 21, 2017, and has not yet been awarded a CHAP for RAD funding. On January 19, a conference call was held with Congressman John Faso (NY-19) and Buffalo Field Office staff. The congressman shared his concerns over the poor condition of the property. Lisa Pugliese, Director, Buffalo Public Housing Office, provided detailed information on steps the housing authority is taking to address the issues, including its RAD application. Congressman Faso met with the Executive Director of the housing authority on January 25, 2018. POC: William O'Connell, 716-551-5755 , x5800 . If you read the article, it's pretty clear that Tim Mattice has an axe to grind after HUD oversight into his previous gig with the Gloversville Housing Authority got him fired . Unbelievable that the reporter didn't reach out to us for a statement. Lisa, Bill, how did we leave things with Faso's office? Here's the full article: HUD-18-0686-B-000251 March 8, 2018 Continued Thursda Faso calls on feds to fix Bliss Towers Amanda Purcell and Richard Moody Columbia-Greene Media March 5, 2018 11 :30 pm HUDSON - City officials and U.S. Rep. John Faso are calling on the U.S. Department of Housing and Urban Development Secretary Ben Carson to investigate living conditions at Bliss Towers. Faso, R-19, is sending Carson a letter requesting immediate action. Hudson Housing Authority Executive Director Tim Mattice called deficiencies at the high-rise life-threatening. "Living conditions at the Hudson Housing Authority's Bliss Towers project have deteriorated well beyond livable, " according to Faso's letter. "HUD is aware of this building's many issues, yet the situation continues to worsen on the agency's watch." In his letter, dated Monday, Faso called for a face-to-face meeting with Carson to discuss Bliss Towers' conditions. "The living conditions at Bliss Towers are completely unacceptable, " Faso said. "What I saw during a recent visit combined with reading the recent inspection reports made it clear that Bliss Towers needs immediate intervention by HUD. By bringing this to the attention of Secretary Carson, it is my hope that immediate progress will be made and HUD's regional office in Buffalo will step up to the plate in order to solve this problem." Faso visited Bliss Towers in January at the invitation of 2nd Ward Alderwoman Tiffany Garriga and Mayor Rick Rector after the Hudson Interfaith Council's annual Dr. Martin Luther King Jr. service at the Shiloh Baptist Church on Warren Street. "I saw some of the common areas and saw evidence of a longstanding lack of maintenance," Faso said Monday. "The Hudson Housing Authority has limited funds from the federal government to take care of Bliss Towers. "They should do that, but we have to make sure the residents are in the safe housing arrangements they need," Faso said. "This is a government-owned facility and it is in deplorable condition. My hope is that this letter will start a conversation about fixing that." HUD-18-0686-B-000252 March 8, 2018 Continued Thursda Faso referred to a study HUD conducted in August, which reviewed 23 of Hudson Housing Authority's 135 residential units. The authority received a failing grade of 54 out of 100 marked by 35 health and safety deficiencies. Thirteen are considered life-threatening. The study projected if the entire building was inspected, the review would have resulted in 153 health and safety deficiencies. An additional in-depth inspection contracted by the housing authority with the Inspection Group Inc. yielded a score of 14 out of 100 for the Second Street property. Faso, along with Mattice, called for an audit of the Hudson Housing Authority's financial records , tenant files, procurement and use of pubic housing funds over the past three years. "I urge HUD to fulfill this audit request to help HHA [the Hudson Housing Authority] operate in full compliance of federal regulations, " according to Faso's letter. Rector was present when Faso toured the high rise in January, he said. "I am very appreciative of any and all efforts being made to address the needs of Bliss Tower to ensure that the residents are provided a safe and quality place to reside," Rector said in a statement. Rector declined to comment on the issue further. Faso's office reached out to HUD's regional office in Buffalo several times, but did not receive sufficient responses, Faso said. "I think it's important that the secretary and his staff understand what is happening and speed up help," Faso said. Many housing authorities in the state are struggling because of a lack of oversight by HUD's Buffalo office, Mattice said. "Bliss Towers is past the point of needing significant rehabilitation ," Mattice said. "A recent inspection graded the facility as 14 out of 100 and found numerous deficiencies that are considered life-threatening. As the new executive director , the housing authority is doing the best it can to address the substandard conditions despite HUD Buffalo 's lack of accountability with this ongoing problem." Mattice could not be reached for further comment Monday. Hudson Housing Authority staff has taken steps to improve the highrise. HUD-18-0686-B-000253 March 8, 2018 Continued Thursda Hudson issued a request for a proposal from contractors to redevelop the housing site, Faso said. The plan is to replace 117 units without displacing residents , Mattice said in December. "It is unacceptable that Bliss Towers has been allowed to reach its current state and continues to decline each day ," according to Faso's letter. To reach reporter Amanda Purcell, call 5 18-828-1616 ext. 2500, or send an email to apurcell@thedailymail.net, or tweet to @amandajpurcell. From: "Gruson , Barbara" Date: Tuesday , March 6, 2018 at 10:45 PM To: "Patton , Lynne M" Cc: "Murphy , Stephen E" , "Alvarez, Olga R" <0lga.R.Alvarez@hud .gov>, "McNally , Charles E" , "DALE , JACOB T" Subject: Faso calls on feds to fix Bliss Towers I Hudson Valley 360 https ://www.hudsonvalley360 .com/article/faso-calls-f eds-fix-blisstowers ?wal lit nosession=1 Barbara K. Gruson Advisor to the Regional Administrator Region II, New York, New Jersey U.S. Department of Housing and Urban Development 26 Federal Plaza New York, NY 10278 6 o: {212} 542-7342 I _c :l.__ (b )_( _) _ __. HUD-18-0686-B-000254 March 8, 2018 Continued Thursda 5 ._l (b-)(_l__ _.l I E:Barbara .Gruson@hud.gov https ://twitter .com/BarbGruson HUD HUD-18-0686-B-000255 March 9, 2018 F?day ?ll Day Code Red AH Day Murphy - Out of Office March 14, 2018 Wednesda 12:00 PM - 12:30 PM SENIOR LEADERSHIPTEAM OFFSITE- WAVES DUE TODAY/ LINK ENCLOSED WAVES link: https://events.whitehouse.gov/?rid=JYHT 4XQ9YQ A quick FYI on WAVES: o o 7:00 PM - 8:00 PM when you fill out the form and it asks your city of residence, it is the city that is listed on your driver's license (not wherever you happen to stay in the OMV, unless you have a driver's license here). Use your official name, as it's listed on your official gov. ID. (if your name is misspelled while completing the form, you will not be able to enter and it could take 30+ minutes for EEOB staff to resubmit with any correction. 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Select your preferences before your stay. King Deluxe Room - Non Smoking Rate Type : Government Rate Number of Rooms: 1 HUD-18-0686-B-000260 March 14, 2018 Continued Wednesda Room Rate Per Night: Wed 14 Mar 2018 - Sat 17 Mar 2018 $253.00 (USD) Additional Charges: $79.17 (USD) Total Taxes: $112.33 (USD) http://app.sm.ihg.com/img/ES http://app.sm.ihg.com/img/ES http://app.sm.ihg.com/img/ES http://app.sm.ihg.com/img/ES http://app.sm.ihg.com/img/ES http://app.sm.ihg.com/img/ES http://app.sm.ihg.com/img/ES http://app.sm.ihg.com/img/ES http://app.sm.ihg.com/img/ES Estimated Total Price: $950.50 (USD)* Redesign/new Redesign/new Redesign/new Redesign/new Redesign/new Redesign/new Redesign/new Redesign/new Redesign/new fob/spacer.git fob/spacer.git fob/spacer.git fob/spacer.git fob/spacer.git fob/spacer.git fob/spacer.git fob/spacer.git fob/spacer.git MODIFY RESERVATION http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailing id= 1046575&messageid= 10533&databaseid= 1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&519603 &&&http://www.nor1upgrades.com/?PCD=wdcdv&EBC=42467487 &RCC=KDXN&GAD=2018-03-14&NMN=3 &LNG=en&GEN=&GSL=&GLN=PATTON&GFN=LYNNE&GCC=US&GST =&GCT =Washington&GPC=20005&GAR=1155%2014th%20St%20NW% 20%20%20%20%20%20&GPN=&PLC=NA&PCH=IHG&GNR=1 &PID=IHG&PET =CONF&PRC=IMGOV& TBP=$950.50% 20(USD)&cm mmc=EMAIL- -Res AWA- -Res Kl 2018- -USEN- ROOMUPGRADE BANNER IMG Cancellation Policy: Canceling your reservation before 6:00 PM (local hotel time) on Sunday, 11 March, 2018 will result in no charge. Canceling your reservation after 6:00 PM (local hotel time) on 11 March , 2018, or failing to show, will result in a charge equal to the first night's stay per room to your credit card. Taxes may apply. Failing to call or show before check-out time after the first night of a reservation will result in cancellation of the remainder of your reservation. HUD-18-0686-B-000261 March 14, 2018 Continued Wednesda Hotel Information: http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git Early Departure Fee: $200.00 (USO) Daily Valet Parking Fee: $49.00 (USO) Pet Policy: We invite you to bring your pet no matter their size, weight , or breed, all at no extra charge. If your pet fits through the door, we will welcome them in. * Additional taxes and charges may apply. Other hotel-specific service charges may also apply. http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git http://tx.sm.ihg.com/track?type=click&eas= 1&msid= 1&auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&521200 &&&https://www.ihg.com/rewardsclub/us/en/enjoy-rewards? cm mmc=EMAIL- -Res AWA- -Res Kl 2018- -USEN- MEMBER NONIHGRC http://app.sm.ihg.com/img/2014 res con/UL/right rail horizontal divider.jpg Keep family, work and friends just a click away. Enjoy complimentary Internet during your stay at any IHG hotel worldwide. http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git http://tx.sm.ihg.com/track?type=click&eas= 1&msid= 1&auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&521200 &&&https://www.ihg.com/rewardsclub/us/en/enjoy-rewards? cm mmc=EMAIL- -Res AWA- -Res Kl 2018- -USEN- MEMBER NONIHGRC View more benefits http://app.sm.ihg.com/img/ES Estimated Earnings: Redesign/new fob/spacer.git http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git 7590 IHG REWARDS CLUB POINTS HUD-18-0686-B-000262 March 14, 2018 Continued Wednesda Rate your Service http://app.sm.ihg.com/img/2014 res con/UL/right rail horizontal divider.jog Thank you for calling our Reservations department. Please provide feedback for your phone representative. http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mai lingid= 1046575&messageid= 10533&databaseid= 1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&522289 &&&https://www.inmoment.com/websurvey/app? gateway=IHGResWeb&OC=1111 &CONFNUM=42467487&CONFDATE= 2018-02-26&LANG UAGE=USEN&BRAN D=Kl&S ITE=VNERO Give Your Feedback Things to do http://app.sm.ihg.com/img/2014 res con/UL/right rail horizontal divider.jog Make the most of your stay, check out local informa tion and nearby attractions. http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&519615 &&&http://www.ihg.com/kimptonhotels/hotels/us/en/donovan-hotelwashington-dc/wdcdv/hoteldetail/local-guide-whats-nearby? cm mmc=EMAIL- -Res AWA- -Res Kl 2018- -USEN- LOCALINFO CTA See What's Local Places to Dine http://app.sm.ihg.com/img/2014 res con/UL/right rail horizontal divider.jog Explore Washington dining and restaurants in the nearby area. http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git http://tx.sm.ihg.com/track?type=click&eas= 1&msid= 1&auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&519618 &&&http://www.ihg.com/kimptonhotels/hotels/us/en/donovan-hotelwashington-dc/wdcdv/hoteldetail/dining?cm mmc=EMAIL- -Res AWA- Res Kl 2018- -USEN- -LOCALINFO CTA See What's on the menu HUD-18-0686-B-000263 March 14, 2018 Continued Wed nesda Thank you for booking with Kimpton . We look forward to your stay. http://tx.sm.ihg.com/track? type=click&enid=ZWFzPTEmYW1 wO21 zaWQ9MSZhbXA7YXVpZD0qlCZ hbXA ?bW FpbGluZ2IkPTEwN DY1 NzU mYW 1wO21 lc3NhZ2VpZD0xM DUz MyZhbXA ?ZGF0YW Jhc2VpZD0xNTE5M DU5NjQ5JmFtcDtzZXJp YWw9M TY3OTExODkmYW1wO2VtYWlsaWQ9QU5HRUxJUVVFLk0uVVJCSU5B QEhVRC5HT1 YmYW1 wO3VzZXJpZD01 YTQ0MjlxYS01 NDQ2L TQ0YWU tYTkwNy1 m YjY1 MTYyODQwMzEm YW 1wO3RhcmdldGlkPSZhbXA ?bW 4 9JmFtcDtmbD0mYW1 wO212aWQ9JmFtcDtleHRyYT0mYW1 wOyZhbXA 7Jm FtcDs=&&& 190503 &&&https: //www.ihg.com /content /qb/en/deals/packages/bpp -elite http://app.sm.ihg.com / img/lHG-033 /test/images /x.gif Earn Even More http://app.sm.ihg.com / img/lHG-033 /test/images /x.gif Get rewards faster by booking an IHG(R) Rewards Club Bonus Points Package. You can earn additional points on your stay at any of our participating hotels. Learn More http://app .sm.ihg.com / img/lHG-033 /test/images /x.gif http://app.sm.ihg.com /imq/2014 res con/ UUhotel details divider.jpg http://tx.sm.ihg.com /track? type=click&enid=ZWFzPTEmYW1 wO21 zaWQ9MSZhbXA7YXVpZD0glCZ hbXA7bWFpbGluZ2IkPTEwNDY1 NzUmYW1wO21 lc3NhZ2VpZD0xMDUz MyZhbXA 7ZGF0YW Jhc2VpZD0xNTE5M DU5NjQ5JmFtcDtzZXJp YWw9M TY3OTExODkmYW1wO2VtYWlsaWQ9QU5HRUxJUVVFLk0uVVJCSU5B QEhVRC5HT1 YmYW1 wO3VzZXJpZD01 YTQ0MjlxYS01 NDQ2L TQ0YWU tYTkwNy1 mYjY1 MTYyODQwMzEmYW1 wO3RhcmdldGlkPSZhbXA7bW4 9JmFtcDtmbD0mYW1 wO212aWQ9JmFtcDtleHRyYT0mYW1 wOyZhbXA 7Jm FtcDs=&&& 190504 &&&http:/ /www.ihg.com / rewardsclub / us/en/ redeem -rewards http://app.sm.ihg.com / img/ lHG-033 /test /images /x.gif Enjoy Rewards! http://app.sm.ihg.com / img/lHG -033/test/images /x.gif Gifts, travel, charity The choice is yours when it comes to using your points . Learn More http://app.sm.ihg.com / img/lHG-033 /test /images /x.gif http://app.sm.ihg.com /img/2014 res con/ UUhotel details divider.jpg HUD-18-0686-B-000264 March 14, 2018 Continued Wednesda http://tx.sm.ihg.com/track? type=click&enid=ZWFzPTEmYW1 wO21 zaWQ9MSZhbXA7YXVpZD0glCZ hbXA7bWFpbGluZ2IkPTEwNDY1 NzUmYW1wO21 lc3NhZ2VpZD0xMDUz MyZhbXA ?ZGF0YW Jhc2VpZD0xNTE5M DU5NjQ5JmFtcDtzZXJp YWw9M TY3OTExODkmYW1wO2VtYWlsaWQ9QU5HRUxJUVVFLk0uVVJCSU5B QEhVRC5HT1 YmYW1 wO3VzZXJpZD01 YTQ0MjlxYS01 NDQ2L TQ0YWU tYTkwNy1 m YjY1 MTYyODQwMzEm YW 1wO3RhcmdldGlkPSZhbXA ?bW 4 9JmFtcDtmbD0mYW1 wO212aWO9JmFtcDtleHRyYT0mYW1 wOyZhbXA 7Jm FtcDs=&&& 190505 &&&https://www.ihg.com/rewardsclub/content/us/en/enjoy-rewards http://app.sm.ihg.com/img/lHG-033/test/images/x.gif Good Things Just Got Easier http://app.sm.ihg.com/img/lHG-033/test/images/x.qif It's time to enjoy a loyalty program that's more centered on you and everything you love about travel. Learn More http://app.sm.ihg.com/img/lHG-033/test/images/x.gif tel:18005467866 http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&544887 &&&https://www.kimptonhotels.com/ http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&544888 &&&https://www.facebook.com/Kimpton http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&544889 &&&https://twitter.com/Kimpton http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 HUD-18-0686-B-000265 J March 14, 2018 Continued Wednesday &targetid=&mn=&fl=&mvid=&extra=&&&544890 &&&https://www.instagram.com/kimpton/ http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&544891 &&&https://www.pinterest.com/kimptonhotels/ http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&544892 &&&https://www.youtube.com/user/KimptonHotels81 http://tx.sm.ihg.com/track?type=click&eas= 1&msid= 1&auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&544893 &&&https://www.kimptonhotels.com/blog http://app.sm.ihg.com/img/ES Redesign 2015/spacer.gif http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&509549 &&&http://www.ihg.com/hotels/us/en/reservation?cm mmc=EMAI LRes AWA- -Res Kl 2018- -USEN- -FOB IHG http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&506170 &&&http://www.ihg.com/intercontinental/gb/en/home?cm mmc=EMAIL- Res AWA- -Res Kl 2018- -USEN- -FOB IC http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= HUD-18-0686-B-000266 J March 14, 2018 Continued Wednesday 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&5201 01 &&&http://www.ihg.com/kimptonhotels/hotels/us/en/reservation? 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cm mmc=EMAIL- -Res AWA- -Res Kl 2018- -USEN- FOB ULhttp://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=% 20%20&mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&506164 &&&http://www.ihg.com/crowneplaza/hotels/us/en/reservation? cm mmc=EMAIL- -Res AWA- -Res Kl 2018- -USEN- -FOB CP http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&506168 &&&http://www.ihg.com/holidayinn/hotels/us/en/reservation? cm mmc=EMAIL- -Res AWA- -Res Kl 2018- -USEN- -FOB HI http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&506167 &&&http://www.ihg.com/holidayinnexpress/hotels/us/en/reservation? cm mmc=EMAIL- -Res AWA- -Res Kl 2018- -USEN- -FOB EX http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&506165 &&&http://www.ihg.com/holidayinnclubvacations/hotels/us/en/reservation? cm mmc=EMAIL- -Res AWA- -Res Kl 2018- -USEN- -FOB CV http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 HUD-18-0686-B-000268 J March 14, 2018 Continued Wednesday &targetid=&mn=&fl=&mvid=&extra=&&&506169 &&&http://www.ihg.com/holidayinnresorts/hotels/us/en/reservation? cm mmc=EMAIL- -Res AWA- -Res Kl 2018- -USEN- -FOB HIR http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&506173 &&&http://www.ihg.com/staybridge/hotels/us/en/reservation? cm mmc=EMAIL- -Res AWA- -Res Kl 2018- -USEN- -FOB SB http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mai lingid= 1046575&messageid= 10533&databaseid= 1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&506166 &&&http://www.ihg.com/candlewood/hotels/us/en/reservation? cm mmc=EMAIL- -Res AWA- -Res Kl 2018- -USEN- -FOB CW http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&559223 &&&https://www.avidhotels.com/?cm mmc=EMAIL- -Res AWA- Res Kl 2018- -USEN- -FOB AV http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&506171 &&&http://www.ihg.com/rewardsclub/us/en/home?cm mmc=EMAIL- Res AWA- -Res Kl 2018- -USEN- -FOB IHGRC http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&506171 &&&http://www.ihg.com/rewardsclub/us/en/home?cm mmc=EMAIL- HUD-18-0686-B-000269 March 14, 2018 Continued Wednesda Res AWA- -Res Kl 2018- -USEN- -FOB IHGRC http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git http://app.sm.ihg.com/img/ES Redesign/new fob/spacer.git Reservations I IHG(R) Rewards Club Stay I Meetings I Customer Care Explore Hote ls Manage Your Download the IHG(R) App today: http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mailingid=1046575&messageid=10533&databaseid=1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&508905&&&http://go.onel.ink/ihg? pid=amer email&c=amer email rescan header en&af web dp=http% 3A%2F%2Fwww.ihg.com%2Fhotels%2Fus%2Fen%2Fglobal%2Foffers% 2Fmobile&cm mmc=EMAIL- -Res AWA- -Res Kl 2018- -USEN- MOBILE IOS http://app.sm.ihg.com/img/mobile icons/app store divider tr.png http://tx.sm.ihg.com/track?type=click&eas=1 &msid=1 &auid=%20%20 &mai lingid= 1046575&messageid= 10533&databaseid= 1519059649 &serial=16791189 &emailid=ANGELIQUE.M.URBINA@HUD.GOV&userid= 5a44221 a-5446-44ae-a907-fb6516284031 &targetid=&mn=&fl=&mvid=&extra=&&&508905&&&http://go.onel.ink/ihg? pid=amer email&c=amer email rescan header en&af web dp=http% 3A%2F%2Fwww.ihg.com%2Fhotels%2Fus%2Fen%2Fglobal%2Foffers% 2Fmobile&cm mmc=EMAIL- -Res AWA- -Res Kl 2018- -USEN- MOBILE GOOGLE This email was sent to ANGE LIQUE.M. URBINA@H UD.GOV You have received this email as a result of your recent transaction with Kimpton Donovan Hotel. This email is for posting only. Please do not reply. Only the reservation as entered into and confirmed by our system will be honored. Any written or printed confirmation that has been altered may be rejected by the hotel. As exchange rates may fluctuate from the time a reservation is made until the time of arrival, the confirmed rate is guaranteed in the hotel's base currency . Your privacy is extremely important to us. Read our Privacy Statement. (C) 2018 Intercontinental Hotels Group , Three Ravinia Drive, Suite 100, Atlanta, Georgia , 30346 -2149 USA. All rights reserved . Most hotels are independently owned and/or operated . HUD-18-0686-B-000270 March 14, 2018 Continued Wednesday D-1 8-0686-8-000271 March 15, 2018 Thursda 8:30 AM - 9:00 AM Coffee -- Room 7108 9:00 AM - 5:00 PM RA Meeting in DC -- HUD Headquarters New dates to hold directed by Matt Hunter. From: "Hunter , Matthew F" Date : February 12, 2018 at 1:42:40 PM EST To: "Cleveland-Leggett , Denise C" , "Defelice , Joseph J" , "Galvan , Joseph P" , "McMorris, Jeffrey W" , "MOHR, JASON M" , "Patton, Lynne M" , "STRACNER , JAMES L" , "Tille , David E" , "Van Duyne, Beth A" Cc: "Hoban-Moore, Patricia A" , "Beckles , Angela L" , "Stowe, Alexander D" Subject : RA meeting in DC The March 5th through 9th meeting is cancelled. Please keep March 15th and 16th flexible and/or open - more details to follow later this week. Matthew Matthew F. Hunter Assistant Deputy Secretary for Field Policy & Management U.S. Department of Housing and Urban Developmen t 451 7th Street, SW Washington, DC 20410 202 -708 -2426 matthew.f.hunter@hud.gov On 1/31/2018, Lynne Patton asked Stephen Murphy to add a hold to her calendar for a potential RA Meeting at Headquarters from 3/7 through 3/9/2018. These dates were proposed during the RA Meeting in Ft. Worth (1/29-2/1/20 18). 9:45 AM - 10:30 AM Office of the General Counsel - Ethics Briefing 10:45 AM - 11 :30 AM Public and Indian Housing - Update on Regional Hot Spots 11:30AM - 12:15 PM Envision Centers HUD-18-0686-B-000272 March 15, 2018 Continued Thursda 12:15 PM - 1:15 PM Lunch - Catered 1:15 PM - 2:30 PM Public Affairs - Media Training 2:45 PM - 3:45 PM Internal Discussion 3:45 PM - 4:45 PM External Discussion HUD-18-0686-B-000273 March 16, 2018 Frida 8:00 AM - 8:20 AM 8:00 Check -in at EEOB -- 17th & State Place NW (see bldg map - enclosed) ENTER HERE HUD-18-0686-B-000274 March 17, 2018 Saturda 8:00 AM - 12:00 PM DC-LGA AA Flight 4753 10AM - 11:30AM - - Confirmation: TUFGIJ HUD-18-0686-B-000275 March 21, 2018 Wednesda 1:00 PM - 5:00 PM BACKGROUND INTERVIEW Lee l(b)(6J HUD-18-0686-B-000276 March 23, 2018 Frida All Day Murphy - Out of Offic e 12:30 PM - 1:00 PM Travel 1:00 PM - 3:00 PM NV/ NJ Federal Leadership Resilience Collaborative - M arch Me eting -- One World Trade Center, 52nd Floor, Room South 10 .. .. Th e focus area of the Marc h 23 rd meeting of The NY /NJ Federa l Leade rship Resilience Collaborat ive is the New Jersey Shore. A mee ting agenda and slide deck will follow below . A conference line will be available for this meeting: #800-320-4330 Code:-l(b-)(_6 )-~ If attend ing in person, please allow time for check -in at the South Lobby of One WTC at the Security Station by Elevator Bank 50-55. We will meet and escort you up starting at 12:40 PM. AGENDA: SL IDE DECK : If you have any quest ion, please contact: Joa nn Low ry FEM A Reg io n 2 (609) 864-8096 Joann.L.Lowry@fema.dhs.gov 3:00 PM - 3:30 PM Travel HUD-18-0686-B-000277 March 26, 2018 Monda 10:30 AM - 11 :00 AM Check-In John & Ventura -- RA's Confrence Room Ref: Chair Shala Olatoye/NYCHA 4:00 PM - 5:15 PM Canceled: Site Tour w/HUD Regional Administrator: HUD EnVision Center Project - Confirmed -- 521 West 145th Street, New York, New York 10031 - Harlem Boys & Girls Club Apologies for the short notice. Please be advised that this visit will be rescheduled in the coming weeks. Tour will begin at Boys & Girls Club Itinerary o 1st Stop- Boys & Girls Club of Harlem- 521 West 145th Street, New York, NY 10031 o 2 nd Stop - Manhattanville Community Center- 530 West 133 rd Street, New York, NY 10027 HUD-18-0686-B-000278 March 27, 2018 Tuesda 9:00 AM - 11 :00 AM Travel 11:00AM - 12:30 PM Meet with Mayor Frank Moran -- 200 Federal Street, Room 119 , Camden, NJ NYC Participants : 9 AM - Meet at Starbucks at 200 S Ave E, Cranford , NJ 07016 9:05 AM - Depart for 200 Federal Street in Camden (approximate travel time : 1 hour 50 minutes) 10:50 AM - Arrive at 200 Federal Street in Camden 12:30 PM - 1:30 PM Lunch with Mayor Redd -- The Kove, 20 West Atlantic Ave., Audubon , NJ. HUD-18-0686-B-000279 March 28, 2018 Wednesda 12:00 AM - 12:00 AM Murph y - Out of Offic e 12:00 PM - 1:00 PM Trave l HUD-18-0686-B-000280 March 29, 2018 Thursda All Day Murphy - Out of Office Please See Above 12:30 PM - 1:30 PM Lunch Meeting with Scott Jaffee, Metropolitan Realty Group, LLC -- Takahachi Tribeca Restaurant - 145 Duane Street, New York, NY 10013 From: Scott Jaffee [mailto:sjaffee@metreal.com ] Sent: Tuesday , February 27, 2018 5:28 PM To: Urbina, Angelique M Subject: Meeting with Regional Administrator Patton Angelique , I was hoping to retry to setup a meeting with the Regional Administrator and her group. Looking forward to hearing back from you. Regards , Scott Scott Jaffee METROPOLITAN REALTY GROUP , LLC 60 Cuttermill Rd. Suite 200 Great Neck , NY 11021 T: 212.835.9040 F: 212.835-9059 www.metreal.com HUD-18-0686-B-000281 March 30, 2018 F?day ?ll Day Murphy - Out of Office Please See Above March 31, 2018 Saturday ?ll Day Murphy - Out of Office Please See Above April 1, 2018 Sunday ?ll Day Murphy - Out of Office Please See Above April 2, 2018 Monda 12:00 AM - 12:00 AM Murphy - Out of Office Please See Above HUD-18-0686-B-000285 April 3, 2018 Tuesday 11:00 11M - 12:00 PM Trauei April 4, 2018 Wednesda 2:00 PM - 2:30 PM NVCHA Call -- Conference Call * Time: 2:00 PM (ET) * AT&T Call-In Number: 1-888-675-2535 * AT&T Access Code: * 6 ._fb_ )( _) _ __. Host Password:~ HUD-18-0686-B-000287 April 5, 2018 Thursday 9:00 AM 5:00 PM Lynne Out (M6) April 6, 2018 F?day 9:00 AM - 5:00 PM DO NOT BOOK April 9, 2018 Monda 11:30 AM - 12:00 PM NVCHA Pre-Call -- Conference Call * Time: 11:30 AM (ET) * AT&T Call-In Number: 1-888-675-2535 * AT&T Access Code:f ~b-)(6_) -~ * Host Password: ~fb)_(G_ ) -~ 3:00 PM - 4:00 PM .. Conference Call - 21st Century Cures: Task Force to Combat the Opioid Epidemic in Region II (AGENDA ENCLUDED) -- Call In: (866) 836-3220 Participant Code!(b)(6) I AGENDA 21 Century Cures st Task Force to Combat the Opioid Epid emic in Region II Monday, April 9, 2018 3:00 - 4:00 pm Call In: (866) 836-3220 Participant Code: ~rb)-(G)--~ o Update on the White House Opioid Initiative - Dennis E. Gonzalez, Acting Regional Director, Office of the Secretary o Update on HHS efforts to combat the Opioid Epidemic: o Dennis Romero, Regional Administrator, Substance Abuse and Mental Health Services Administration o April Smith-Hirak, Acting Regional Health Administrator, Office of the Assistant Secretary for Health HUD-18-0686-B-000290 April 9, 2018 Continued Monda o Updates from the Task Force Member (important to know what other federal agencies are doing) o What's happening around the region (non -Federal activities) o Next Steps/Adjournment We look forward to you joining the call!! HUD-18-0686-B-000291 April 10, 2018 Tuesda 9:00 AM - 12:00 PM 9:45AM - 1305 York Street, 4th Floor HUD-18-0686-B-000292 April 11, 2018 Wednesda 1:00 PM - 2:00 PM FPM Viewing Party - Fair Housing Month Opening Ceremony and Celebration -- FPM Conference Room FPM-NYC T earn- Please come to the FPM Conference Room at 1 PM on Wednesday , 4/ 11, for a viewing party to watch the Fair Housing Month Opening Ceremony webcast. HUD-18-0686-B-000293 April 13, 2018 Frida 11:15 AM -12:15 PM NVCH.ulatory Refor.uests -- FPM Conference Room 1-888-675-2535 Code k~b~ l(S~ l -~ Host Password l(b)(6) HUD-18-0686-B-000294 April 16, 2018 Monda 10:00 AM - 10:30 AM FW: NYSAFAH Conference - Keynote Address Call with V. Barton @ HUD -- phone -----Original Appointment----From: Elizabeth Rossi [mailto:Elizabeth@nysafah.org ] Sent: Wednesday , March 28, 2018 11 :38 AM To : Elizabeth Rossi; Barton, Victoria L; Jol ie Milstein Cc: Sam Spokony Subject: NYSAFAH Conference - Keynote Address Call with V. Barton@ HUD When: Monday , April 16, 2018 10:00 AM -10:30 AM (UTC-05:00) Eastern Time (US & Canada). Where: phone 1.916.558.75 14 dial in b_)(6_) _ ._f 3:00 PM - 3:30 PM ___,I participant code CHECK-IN FOR MIRZA'S RETIREMENT PARTY -- RA OFFICE HUD-18-0686-B-000295 April 17, 2018 Tuesda 10:00 AM - 12:00 PM Execut.-Service Days idividual Hani Assistance -- B174 *PLEASE NOTE - YOU ARE NOT REQUIRED TO ATTEND ALL FOUR SESSIONS - ATTEND AS NEEDED * The Office of Executive Resources is hosting Executive Performance InService Days for the Department's SES and SL cadre. During these sessions we will provide hands-on assistance in establishing FY18 Performance Plans, completing Mid-Year Progress Reviews and any other issues you may have within lnCompass. The sessions will be held in room B-174, the following dates and times: o o April 17th 10am-12pm and 1pm-4pm April 18th 10am-12pm and 1pm-4pm During these sessions OER will: o o o Address lnCompass issues (i.e., access, formatting , etc.) Provide guidance on policy and plan content (i.e., Results Driven performance requirements, etc.) Deliver personalized assistance regarding any plan-related inquiries or issues Attached are the following documents: o o o Step by Step Instructions to Copy/Advance Elements Step by Step Instructions for SES Mid-Year Progress Review Step by Step Instructions for SLST Mid-Year Progress Review Join us in person, in room 8 -174. For executives in the field, please email HUD-18-0686-B-000296 April 17, 2018 Continued Tuesda issues to OER@hud.gov during the session and we will have someone contact you, ASAP. 1:00 PM - 4:00 PM Execut.-Service Days idividual Hani Assistance -- B174 *PLEASE NOTE - YOU ARE NOT REQUIRED TO ATTEND ALL FOUR SESSIONS - ATTEND AS NEEDED * The Office of Executive Resources is hosting Executive Performance InService Days for the Department's SES and SL cadre. During these sessions we will provide hands-on assistance in establishing FY18 Performance Plans , completing Mid-Year Progress Reviews and any other issues you may have within lnCompass. The sessions will be held in room B-174, the following dates and times: o o April 17th 10am-12pm and 1pm-4pm April 18th 10am-12pm and 1pm-4pm During these sessions OER will: o o o Address lnCompass issues (i.e., access , formatting , etc.) Provide guidance on policy and plan content (i.e. , Results Driven performance requirements , etc.) Deliver personali zed assistance regarding any plan-related inquiries or issues Attached are the following documents: HUD-18-0686-B-000297 April 17, 2018 Continued Tuesda o o o Step by Step Instructions to Copy/Advance Elements Step by Step Instructions for SES Mid-Year Progress Review Step by Step Instructions for SLST Mid-Year Progress Review Join us in person, in room B-174. For executives in the field, please email issues to OER@hud.gov during the session and we will have someone contact you, ASAP. HUD-18-0686-B-000298 April 18, 2018 Wednesda 10:00 AM - 12:00 PM Execut.-Service Days idividual Hani Assistance -- B174 *PLEASE NOTE - YOU ARE NOT REQUIRED TO ATTEND ALL FOUR SESSIONS - ATTEND AS NEEDED * The Office of Executive Resources is hosting Executive Performance InService Days for the Department's SES and SL cadre. During these sessions we will provide hands-on assistance in establishing FY18 Performance Plans, completing Mid-Year Progress Reviews and any other issues you may have within lnCompass. The sessions will be held in room B-174, the following dates and times: o o April 17th 10am-12pm and 1pm-4pm April 18th 10am-12pm and 1pm-4pm During these sessions OER will: o o o Address lnCompass issues (i.e., access , formatting , etc.) Provide guidance on policy and plan content (i.e ., Results Driven performance requirements , etc.) Deliver personalized assistance regarding any plan-related inquiries or issues Attached are the following documents: o o o Step by Step Instructions to Copy/Advance Elements Step by Step Instructions for SES Mid-Year Progress Review Step by Step Instructions for SLST Mid-Year Progress Review HUD-18-0686-B-000299 April 18, 2018 Continued Wednesda Join us in person, in room 8-174. For executives in the field, please email issues to OER@hud.gov during the session and we will have someone contact you, ASAP. 1:00 PM - 4:00 PM Execut.-Service Daysidividual Hani Assistance -- 8174 *PLEASE NOTE - YOU ARE NOT REQUIRED TO ATTEND ALL FOUR SESSIONS - ATTEND AS NEEDED* The Office of Executive Resources is hosting Executive Performance InService Days for the Department's SES and SL cadre. During these sessions we will provide hands-on assistance in establishing FY18 Performance Plans, completing Mid-Year Progress Reviews and any other issues you may have within lnCompass. The sessions will be held in room B-174, the following dates and times: o o April 17th 10am-12pm and 1pm-4pm April 18th 10am-12pm and 1pm-4pm During these sessions OER will: o o o Address lnCompass issues (i.e., access , formatting , etc.) Provide guidance on policy and plan content (i.e., Results Driven performance requirements , etc.) Deliver personalized assistance regarding any plan-related inquiries or issues HUD-18-0686-B-000300 April 18, 2018 Continued Wednesda Attached are the following documents: o o o Step by Step Instructions to Copy/Advance Elements Step by Step Instructions for SES Mid-Year Progress Review Step by Step Instructions for SLST Mid-Year Progress Review Join us in person, in room B-174. For executives in the field, please email issues to OER@hud.gov during the session and we will have someone contact you, ASAP. HUD-18-0686-B-000301 April 19, 2018 Thursda 5:00 AM - 7:00 AM Travel 7:00 AM - 8:30 AM LGA-BUF - Delta 3369 - 7:04AM - 8:34AM -- Confirmation: GCTRGQ 9:00 AM - 12:00 PM MANDATORY SESSION FOR HUD EXECUTIVES: Maximizing Organizational Performance by Managing o;~"i""""o" --B,ooko-Mo"dal, A&B *REMINDER* MANDATORY SESSION FOR HUD EXECUTIVES-Senior Service and Senior Level (SL) Professionals: Executive Dr. Zina Sutch (from OPM 's Outreach , Diversity and Inclusion Office) will present an executive-level overview of the New Inclusion Quotient (New IQ). Please see the attached flier - additional information will follow. The link below is a Level 2 pre-course evaluation to measure your current knowledge which will later be compared to the results of a post-course evaluation that will be sent 2-Weeks after this class to gauge your skill(s) gap. https://hud.learningmeasured.com /public/instrument.html? &OnlinelD=MOPMDl-20180419L2PR 5:00 PM - 6:00 PM Hotel Lafayette Downtown Buffalo -- 391 Washington St, Buffalo, NY 14203 Confirmation# 84082EC00768 HUD-18-0686-B-000302 April 20, 2018 Frida 3:00 PM - 6:00 PM Travel 6:00 PM - 7:30 PM BUF- NY Delta 3389 - 5:56PM - 7:35PM -- GCTRGQ HUD-18-0686-B-000303 April 23, 2018 Monda 7:00 AM - 9:30 AM .. Amtrak Train 63: Yonkers, NY - Hudson, NY 7:44AM -9:21AM -- Reservation Number - 1904(0 HUD-18-0686-B-000304 April 25, 2018 Wednesda 1:00 PM - 2:00 PM Travel 1:15 PM - 1:45 PM SOHUD Rent Reform Announcement (CLOSE HOLD] -- Cont Call From: Sent: To: Subject: Alvarez, Olga R Monday, April 23, 2018 5:21 PM Murphy, Stephen E Rent Reform on Weds . at 1:15 p.m. ET Importance : High From: Sullivan, Brian E Sent: Monday, April 23, 2018 5:20 PM To: Public Affairs Field Staff Subject: sorry about cancelling on you! Importance: High Sorry guys. The Deputy called some of us into a meeting that ran long. For you to know ... the Secretary will be unveiling the broad strokes of Rent Reform on Weds. at 1:15 p.m. ET. We are planning a conference call which you (and your RAs) are invited to listen in. Let your RAs know and I'll circulate the call-in information through a calendar invite. Ta. Brian 3:00 PM - 4:00 PM Travel HUD-18-0686-B-000305 April 26, 2018 Thursda 6:00 PM - 8:00 PM .. New Destiny Hou se Reception -- 230 Fifth Avenue (at 27th Street) From: Diane Adler [mailto:DAdler@newdestinyhousing.org 1 Sent: Thursday, Febru ary 15, 2018 9:46 AM To: Urbina, Angelique M Subject: New Destiny Housing Annual Cocktail Benefit Invitation Hi Angelique It is our pleasure to invite Ms. Patton to be our guest at New Destiny 's annual cocktail benefit, to be held on April 26, at 230 Fifth Avenue (at 27 th Street), NYC , from 6:00 pm to 8:00 pm. An anticipated 250 guests representing the worlds of affordable housing development , government and domestic violence services will attend. Our honorees at the event will be Michael T. Rooney, Founding Principal, MDG Design+ Construction ; Eric Enderlin, President, New York City Housing Development Corporation; and Lynn Rosenthal, Director, Violence Against Women Initiative, Biden Foundation. Our Executive Director, Carol Gorden, is also scheduled to meet with Ms. Patton at the end of the month - we are looking forward to speaking with her. Please let me know if you need additional information about the benefit. For your reference, I've attached last year 's program. We hope she can join us! diane p. adler director of development and communications new destiny housing 12 w 37th street, 7th floor new york, ny 10018 646.4 72.0262 ext. 19 646.4 72.0266 (fax) VISIT OUR WEBSITE! www.newdestinyhousing.org HUD-18-0686-B-000306 April 27, 2013 F?day 9213!} AM - 5:00 PM OUT - Do Not Book April 30, 2018 Monda 10:00 AM - 12:00 PM Fair Housing Jeopardy -- Room 36-108 - 36th Floor - 26 Federal Plaza - NYC, NY REMINDER New York Regional Office Colleagues: Please come celebrate the end of Fair Housing Month and the 50 th Anniversary of the Fair Housing Act as the New York FHEO Office hosts its 3rd Annual Fair Housing Jeopardy Game! Win prizes as you test your knowledge on HUD , government, and fair housing. Enjoy donuts, coffee, and bagels as you mingle with fellow colleagues. Grab a friend and head over to Room 36-108 on the 36th Floor on Monday, April 30 , at 10 AM. Everyone is invited , and you don't need to be an expert on fair housing. If you would like to RSVP or if you have additional questions , please contact Belinda Boxer (x7561) or Jaime Santiago (x7506) in the NYC FHEO Office. I look forward to seeing you there! Lynne M. Patton Regional Administrator, Region II & Senior Advisor to the Secretary on Public-Priva te Partnerships U.S. Department of Housing and Urban Development HUD-18-0686-B-000308 April 30, 2018 Continued Monda Jacob K. Javits Federal Building 26 Federal Plaza, Suite 3541 New York , NY 10278-0068 HUD-18-0686-B-000309 May 1, 2018 Tuesda 10:30 AM - 11 :30 AM Active Threat/Workplace Violence Training for NYC Managers and Supervisors -- Room 36-108 - 36th Floor - 26 Federal Plaza - NYC, NY REMINDER REMINDER REMINDER NYC Managers and Supervisors- Please join me and Lynne Patton for a very important training session on Tuesday , May 1, 2018, at 10:30 AM in the 36 th Floor Training Room . OIG Special Agent Jarred Palmiotto will present training on reacting and responding to active threats in the workplace (active shooter/active threat/workplace violence). Please RSVP by clicking the "accept " button at the top of this invitation. Thank you! Stephen E. Murphy Deputy Regional Administrator Office of the Regional Administrator Region II - New York & New Jersey U.S. Department of Housing & Urban Development (212) 542-7109 4:00 PM - 5:00 PM Buffalo News Inquiry Re: Underground Negotiations -- RA Conference Room/Conference Call * Time : 4:00 PM (ET) * AT&T Call-In Number : 1-888-675 -2535 HUD-18-0686-B-000310 May 1, 2018 Continued Tuesda * AT&T Access Code: * Host Password: 5:00 PM - 5:30 PM 5 ~fb_)( _l __ ~ E:J Check-In with Arden -- RA's Office HUD-18-0686-B-000311 May 3, 2018 Thursda 11:00AM - 12:00 PM CAMBA Ribbon Cutting - - 603 Mother Gaston Blvd., Brooklyn, NY From: CAMBA Housing Ventures , Inc. [mailto:kathleen@k2new.net ] Sent: Monday, April 30, 2018 11 :29 AM To: Gruson, Barbara Subject: Only 3 days left to RSVP for the 603 Mother Gaston Blvd. Ribbon Cutting https://imgssl.constantcontact.com/letters/images/sys/S.qif Having trouble viewing this email? Click here https://imgssl.constantcontact.com/letters/images/sys/S.gif http://r20.rs6.net/on.jsp?a=1101927195272&r=3&c= 071 cdf70-2c62-11 e8-8125-d4ae52844279&d= 1130508328755&ch= 07ac9c50-2c62-11 e8-812d-d4ae52844279&ca= 8b4ce2a6-4 74 7-4422-8c4 7-879526bb 7f95 &o=https://imgssl.constantcontact.com/ui/images1/s.gif http://r20.rs6.net/tn.jsp?f=001 sWdavZH7q1 aFfZVKbefOFNCAEY JY5sMYunJSdvENZH9m2SfjXJOyO2IFBqCW5 D0plYUL5GdESScZdWOUO9H6xwXK 66PfTUAi3fQhGOzjsc paJl4pDdgCnhhuEbWdB15szgjk89CiKRDG65LWMmDz56o-fylx1 FmophxlVZIRUDlrdl4iLKzuhCL Y5u4 &c=HH5zCqwprzfiwhCl1 ExeixwlkbnlkHpJM0kuevEvHCoyQGOZwtg4Xg= =&ch=IF9v8qaZnp0H2Qgp0vWB77uZ8NXl59wtyvDl3zMTrzRLO9LsxPykY A-- When Thursday, May 3, 2018 from 11 :00 AM to 1:00 PM EDT Add to Calen dar Where On the campus of NYCHA's Van Dyke Houses 603 Mother Gaston Blvd. Brooklyn , NY 11212 HUD-18-0686-B-000312 May 3, 2018 Continued Thursda http:// r20.rs6.net /tn.jsp?f=001 sWdavZH7g1 aFfZVKbefOwd5BFUxFNCAEY JY5sMYunJSdvENZH9m2SfjXJOylmDmS3Sf6Ix2 Bn saoPQkNfNFOq90TlwBYW5Sl8gP0FON9eOCFS3oZvNTW1 zSA699 BBA doqYHSqxnTuWXVQmfF8xblcBnUt-el-ULRxglvNaV9Mz9NFwDUsZWIKYmCZJmtU40ksduzNiykMUzUtqUvQzMAn6R0LSO2U3u2jmtBEAg07ab5wuqBonmQOhMzpltCd EhsBvM=&c=H H5zCgwprzfiwhC 11Exeixwlkbn IkHpJM0kuevEvHCoy QGOZwtq4Xg==&ch=IF9v8qaZnpOH2Qgp0vWB77uZ8NXl59wtyvDl3zMTr zRLO9LsxPykYA== Driving Directions Dear Barbara, Please join CAMBA Housing Ventures and project partners to celebrate the ribbon cutting of 603 Mother Gaston Blvd. - a $56 million, LEED Gold , sustainable , affordable and supportive family housing development. Situated on the campus of NYCHA's Van Dyke Houses , 603 Mother Gaston Blvd. provides 101 energy -efficient units, and is designed to facilitate the stability and health of all tenants. The development demonstrates the numerous benefits for communit ies when partnerships are forged amongst a public housing authority, nonprofit developer , social service provider , public funding agencies and private investment. 603 Mother Gaston Blvd. features community rooms , a computer tra ining cente r, laundry room , roof terrace, outdoo r green space , 24-hour security , on-site property management, community art and Zimbabwean Shona Sculpture - all adjacent to the Brooklyn Public Library Stone Avenue Branch. CAMBA, Inc. provides on-site supportive services and refers tenants to its 160 programs and services throughout New York City. Please click on the link below to register or RSVP . We look forward to seeing you there! Sincerely , Joanne M. Oplustil CAMBA Housing Ventures , Inc. Register Now! I can't make it Guest Speakers HUD-18-0686-B-000313 May 3, 2018 Continued Thursda as of 4/23/ 18 Joanne M. Oplustil President/CEO, CAMBA/CAMBA Housing Ventures, Inc. Nicole Ferreira Executive Vice President , Multifamily Finance, NYS Homes and Community Renewal Takisia Whites Executive Vice President for Real Estate Development , NYC Housing Authority Eric Enderlin President, NYC Housing Development Corporation Brendan McBride Associate Commissioner for New Construction , NYC Department of Housing Preservation & Development Alicka Ampry-Samuel NYC Council Member , District 41 Samuel D. Roberts Commissioner , New York State Office of Temporary and Disability Assistance HUD-18-0686-B-000314 May 3, 2018 Continued Thursda Thomas Maxwell Regional Director, RBC Capital Markets David Walsh Northeast Division Manager , Community Development Banking , Chase Michael Mrozinski Real Estate Investment Officer, BNY Mellon Deborah Desantis President and CEO , Corporation for Supportive Housing Steven Banks Commissioner, NYC Human Resources Administration / Dept. of Homeless Services & DSS Dr. Myla Harrison Assistant Commissioner of Mental Health , NYC Department of Health and Mental Hygiene Tenants http:// r20.rs6.net /tn.jsp?f =001 sWdavZH7q1 aFfZVKbefOFNCAEY JY5sMYunJSdvENZH9m2SfjXJOyO21FBqCW5 D0plYUL5GdESScZdWOUO9H6xwXK 66PfTUAi3fQhGOzjsc paJl4pDdgCnhhuEbWdB15szgjk89CiKRDG65LWMmDz56o-fylx1 FmophxlVZIRUDlrdl4iLKzuhCL Y5u4 &c=HH5zCgwprzfiwhCl1 ExeixwlkbnlkHpJM0kuevEvHCoyQGOZwtg4Xg= =&ch=IF9v8qaZnp0H2Qqp0vWB77uZ8NXl59wtyvDl3zMTrzRLO9LsxPykY HUD-18-0686-B-000315 May 3, 2018 Continued Thursda A-- https://imgssl.constantcontact.com /letters/i mages/sys/S.qif CAMBA , 1720 Church Ave. 2nd Fl, Brooklyn, NY 11226 SafeUnsubscribe (TM) barbara.gruson@hud.gov Forward email I Update Profile I About our service provider Sent by kathleen@k2new.net in collaboration wit h http://www.constantcontact.com/index.jsp?pn=cambainc Try it free today https://imgssl.constantcontact.com/letters/images/sys/S.qif 12:00 PM - 1:00 PM Travel HUD-18-0686-B-000316 May 4, 2018 Frida 10:00 AM - 10:30 AM Meet at the HUD Newark Office -- Newark, NJ HUD-18-0686-B-000317 May 7, 2018 Monda 3:45 PM - 4:00 PM Check-In with RA Patton -- Phone Call Lynne and Ventura to call Linda at 3:45PM 4:00 PM - 4:45 PM Buffalo HOME Grants - Internal Follow- U~ Discussion -- FPM Conference Room/Conf Call: 1-877-336-1839/ AccessCode .._l( b_._ )(.._6 .... ) _ _,J Call with RA to follow-up on action items related to Buffalo HOME program grants and the meeting with Mayor Brown and Comptroller Dial-In: 1-877-336-1839 Access Code: ._l (b_l(6_l _ ___. Host Password :~ 6:00 PM - 8:00 PM (for Lynne Only) Selfhelp Gala Event -- 141 West 54th Street HUD-18-0686-B-000318 May 9, 2018 Wednesda 4:00 PM - 4:30 PM Pre- Brief: NJ Community Capital Meeting -- Phone/Conference Call Briefing Document: Maria Maio-Messano * Time: 4:00 PM (ET) * AT&T Call-In Number: 1-888-675-2535 * AT&T Access Code: 6 l~ (b_)( _) _~ * Host Password: ~b-)( f 6_)_~ HUD-18-0686-B-000319 May 14, 2018 Monda All Day Visit from l(b ...._)(_6_ ) __ __,I-26 Federal Plaza HUD-18-0686-B-000320 May 15, 2018 Tuesda 10:00 AM - 12:00 PM Execut.-Service Days idividual Hani Assistance -- B174 *PLEASE NOTE - YOU ARE NOT REQUIRED TO ATTEND ALL FOUR SESSIONS - ATTEND AS NEEDED * The Office of Executive Resources is hosting Executive Performance InService Days for the Department's SES and SL cadre. During these sessions we will provide hands-on assistance in: o o o Establishing FY18 Performance Plans Completing Mid-Year Progress Reviews Any issues executives may have with lnCompass The sessions will be held in room B-174, the following dates and times: o o Tuesday, May 15th 10am-12pm and 1pm-4pm Thursday , May 17th 10am-12pm and 1pm-4pm During these sessions OER will: o o o Address lnCompass issues (i.e., access , formatting , etc.) Provide guidance on policy and plan content (i.e., Results Driven performance requirements , etc.) Deliver personalized assistance regarding any plan-related inquiries or issues Attached are the following documents: o o Step by Step Instructions to Copy/Advance Elements Step by Step Instructions for SES Mid-Year Progress Review HUD-18-0686-B-000321 May 15, 2018 Continued Tuesda o Step by Step Instructions for SLST Mid-Year Progress Review Join us in person, in room 8-174. For executives in the field, please email issues to OER@hud.gov during the session and we will have someone contact you, ASAP. 1:00 PM o 4:00 PM Execut- oService Daysidividual Hani Assistance o. B174 *PLEASE NOTE - YOU ARE NOT REQUIRED TO ATTEND ALL FOUR SESSIONS - ATTEND AS NEEDED * The Office of Executive Resources is hosting Executive Performance InService Days for the Department's SES and SL cadre. During these sessions we will provide hands-on assistance in: o o o Establishing FY18 Performance Plans Completing Mid-Year Progress Reviews Any issues executives may have with lnCompass The sessions will be held in room B-174, the following dates and times: HUD-18-0686-B-000322 May 15, 2018 Continued Tuesda o o Tuesday , May 15th 10am-12pm and 1pm-4pm Thursday , May 17th 10am-12pm and 1pm-4pm During these sessions OER will: o o o Address lnCompass issues (i.e., access, formatting , etc.) Provide guidance on policy and plan content (i.e., Results Driven performance requirements , etc.) Deliver personalized assistance regarding any plan-related inquiries or issues Attached are the following documents: o o o Step by Step Instructions to Copy/Advance Elements Step by Step Instructions for SES Mid-Year Progress Review Step by Step Instructions for SLST Mid-Year Progress Review Join us in person, in room B-174. For executives in the field, please email issues to OER@hud.gov during the session and we will have someone contact you, ASAP. 3:30 PM - 4:00 PM HUD/ NYCHA M eet ing -- Luigi's Office - 32nd floor From: Patton, Lynne M Sent: Sunday , May 13, 2018 9:18 PM To: D'Ancona , Luigi ; Urbina , Angelique M Cc: Murphy , Stephen E ; Ingram, Christopher J Subject: Re: HUD/ NYCHA Meeting: Tuesday 5/ 15/ 18 3:30pm HUD-18-0686-B-000323 May 15, 2018 Continued Tuesda Looping in Angelique , as I don 't have my schedule in front of me, but yes , I would love to! But worst case , I'll see them all at 1PM on Thur sday at the quarterly meeting with the Deputy Secretary that I would like you to atten d Luigi. Th anks all! Lynne M. Patton Regional Administrator, Region II & Senior Advisor to Secretary Carson U.S. Department of Housing & Urban Develop ment (212) 542 -7100 lynne.m.patton@hud.gov On May 13, 2018, at 5:46 PM , D'Anc ona , Luigi wrote: Lynne: Are you available to come down and say hello? -Luigi From: Hardy, Stanley [mailto:Stanley.Hardy@nycha.nyc.gov ] Sent: Friday , May 11, 2018 5:05 PM To: Ingram , Christopher J Cc: Acosta , Juanita ; Cortes , Rose Subject: RE: HUD/ NYCHA Meeting next week Chris: The following folks from NYC HA will be at Tuesday 's meeting: - Vito Mustaciuolo , General Manager Cathy Pennington, EVP for Operations Lakisha Miller, EVP for Leased Hous ing David Pristin, EVP for Externa l Affairs Anne -Marie Flatley , VP for Performance Management and Analytics Stanley Hardy , Federal Affairs Officer Who will be joining from HUD ? Stanley Hardy IV Federal Legislative Affairs Officer Office of Intergo vernmental Relations 250 Broadway , New York , NY 10007 Tel.+ 1 (212) 306 -3069 I Cel.-iJ(b)(6) New York City Housing Authority I nyc.gov/nycha HUD-18-0686-B-000324 May 15, 2018 Continued Tuesda The NYC HA Journal , now available anytime, anywhere . Join the conversation . HUD-18-0686-B-000325 October 22, 2018 Monda 12:00 PM - 1:00 PM Travel 2:00 PM - 4:30 PM Amtrak Train 93 - NYP to PHL 2:02PM - 3:26PM -- Reservation C79379 .. From: etickets@amtrak.com Sent: Friday , October 19, 2018 4:30 PM To: Patton, Lynne M ; Urbina, Angelique M Subject: Amtrak: eTicket and Receipt for Your 10/22/2018 Trip - LYNNE PATTON SALES RECEIPT https://www.amtrak.com/images/amtrak logo rcpt.png Purchased: 10/ 16/2018 8:11 AM PTModified: 10/19/20 18 1:29 PM PTThank you for your purchase. 1. Retain this receipt for your records. 2 . Print the attached eTicket and carry during your trip. 1 Massachusetts Ave NWWashing ton, DC 20001800-USARAI LAmtrak .com Reservation Number - C79379NEW YORK PENN, NY - (Multi-City Trip) OCTOBER 16, 2018 Change Summary - Ticket Number 2923046107133 Original Amount Paid $232.00 Train 93: NEW YORK (PENN STATION), NY - PHILADELPHIA (30TH STREET STATION), PADepart 2:02 PM, Monday, October 22, 2018 1 ADULT RAIL FARE $117.00 1 BUSINESS CLASS SEAT $31.00 Ticket Terms & ConditionsVALID FOR TRAVEL MON-W ED & SAT ONLY. Subtotal $148.00 Train 148: PHILADELPHIA (30TH STREET STATION) , PA- NEW ROCHELLE, NYDepart 6:57 PM, Wednesday , October 24, 2018 1 ADULT RAIL FARE $53.00 1 BUSINESS CLASS SEAT $31.00 Ticket Terms & ConditionsNOT VALID ON OTHER HUD-18-0686-B-000326 October 22, 2018 Continued Monda DATES/TRAINSNON-REFUNDABLE, EXCHANGES PERMITTED FOR OTHER RAIL FARE PURCHASES Subtotal $84.00 Revised Fare $232.00 Total Charged $0.00 Passengers Lynne Patton Important Information o Try the FindYourWay app for personalized train and station information at New York Penn Station. Download it on Google Play or the Apple App Store today. o Tickets are non-transferable. o Changes to your itinerary may affect your fare. Refund and exchange restrictions and penalties for failure to cancel unwanted travel may apply. If your travel plans change , contact us before departure to change your reservation. If you do not board your train, your entire reservation from that point will be canceled. If you board a different train without notifying us, you will have to pay for it separately ; the conductor cannot apply the money paid for your prior reservation. For more information please visit Amtra k.com/changes . o Summary of Conditions of Contract: Ticket valid for carriage or refund (subject to the refund rules of the fare purchased) for twelve months after day of issue unless otherwise specified. Amtrak tickets may only be sold or issued by Amt rak or an authorized travel agent/tour operator. Tickets sold or issued by an unauthorized third party will be voided by Amtrak. This ticket is a contract of carriage between Amtrak and the ticket holder , which is subject to specific terms and conditions , which are available for inspection at Amtrak ticket counters, on the Amtrak website at Amtra k.com/conditionsofcontrac t, or by calling 1-800-USARAIL. Tickets sold for non-Amtrak service are subject to the tariffs of the providing carrier . o Questions? Contact us online at Amt rak.com/contact or call 1-800USA-RAIL (1-800-872-7245) or for text telephone (TTY) 1-800-523-6590. HUD-18-0686-B-000327 October 23, 2018 Tuesda 8:45 AM - 9:15 AM Welcome - Regional Administrator Joe Defelice 9:00 AM - 10:00 AM Discussion Secretarial Priorities 10:00 AM - 10:15 AM Break 10:15 AM - 10:45 AM Discussion on Addressing Blight and Urban issues from the State Level 11:00 AM - 11:30 AM Planning Upcoming All Hand s Meeting 1:00 PM - 1:45 PM Discussing Housing Issues in Philadelphia 2:00 PM - 2:30 PM Discussion on EnVision Centers 2:30 PM - 3:00 PM My Job as Regional Administrator-Joseph 3:30 PM - 4:00 PM Clarifi, A Housing Counseling Partner 4:00 PM - 5:00 PM Wrap - Up J. Defelice, Regional Administrator , Region Ill HUD-18-0686-B-000328 October 24, 2018 Wednesda 8:30 AM - 9:00 AM Meet in HUD office 9:00 AM - 9:15 AM Tour Norris Choice Neighborhood 9:15 AM - 9:50 AM Tour Norris Choice Neighborhood 10:00 AM - 10:30 AM Tour Vaux Big Picture School 10:30 AM - 10:50 AM Tour Sharswood/Blumberg 10:50 AM - 11 :30 AM Habitat for Humanity 500th Repair Celebration 11:30 AM - 11 :45 AM Trave l to Lunch Choice Neighborhood 11 :30 - 11 :45 a.m. Travel to Lunch Reading Terminal Marke t 11:45 AM - 12:45 PM Lunch - Reading Terminal Market 12:45 PM - 1:15 PM Travel to Philadelphia Promise Zone 1:00 PM - 2:15 PM Tour of Philad elphia Promis e Zone 2:15 PM - 2:45 PM Travel to Kensington Homeless Encampments 2:45 PM - 3:30 PM Tour of Kensington Homele ss Encampments 5:00 PM - 5:30 PM Return to Philadelphia Region al Office 6:30 PM - 7:00 PM Trave l 7:00 PM - 10:30 PM Amtrak Train 148 PHL - NRO 6:57PM to 9:29PM -- Reservat ion # C79379 HUD-18-0686-B-000329 October 28, 2018 Sunda 12:00 PM - 3:30 PM Delta 6087 - LGAto Buff 1:40PM to 3:05PM -- Confirmation: G8MTH3 HUD-18-0686-B-000330 October 31, 2018 Wednesda 7:00 PM - 8:00 PM Hotel - The Otesaga - Confirmation 34M9KL -- 60 Lake Street, Cooperstown, NY 13326 From: resinquiry@crm .data2gold.com On Behalf Of The Otesaga Resort Hotel Sent: Monday, October 22, 2018 5:36 PM To: Urbina, Angelique M Subject: Reservation Confirmation from The Otesaga Resort Hotel Your reservation is confirmed (details inside). View in browser https://asp.data2gold.com/? OT1C2R6B681H5647352T4M4526346V180Z122K5Z1K4F151Z4Y2Z5P6 A05013Y4R1B1G5K535Z2C1312676Q2R1F67121F541L13 https://asp.data2gold.com/? 291J12412B722A130U585K6O735H1W4O5T46585O4B2Y43564722312H 5L41515G2F34562Z544Z4M6X53351 K1X3Z5B2C092J54 RESERVATION CONFIRMATION Dear Ms. Patton, Thank you for your reservation; we're delighted that you chose The Otesaga Resort Hotel for your upcoming stay. We're pleased to confirm the following reservation details. Please review them carefully along with our policy information. CONFIRMATION DETAILS Confirmation 34M9KL Guest Name Ms. Lynne Patton Arrival Date Wednesday, October 3 1, 2018 Departure Date Thursday, November 1, 2018 Room Type Traditional Room with a Queen Bed Number of Guests 1 Meal Plan Breakfast Plan HUD-18-0686-B-000331 October 31, 2018 Continued Wednesda Nightly Rate $199.00 Novemember to remember Deposits Received $22 1.84 The above rate(s) may not reflect all possible fees , additional charges or taxes associated with this reservation. For clarification regarding these charges , please contact our reservations department. OUR POLICIES Check-In /Check-Out Check-in is after 3 PM. During peak times, rooms may not be available until later. If you arrive earlier , our bell stand can store your luggage so you may enjoy the resort. We regret to inform you that early check-in is not available. Valid photo ID and credit card must be presented at checkin. Check-out is before 12 PM. Deposit Policy One-night deposit per room for stays of 1-4 nights. Two-night deposit for stays of 5 or more nights. Cancel Policy Any cancellations from time of booking until 14 days prior to arrival is subject to a $50 administrative fee per room. Any changes or cancellations within 14 days of arrival will result in the forfeiture of your advance deposit. Failure to arrive on the confirmed arrival date will result in the cancellation of your entire stay and the forfeiture of your deposit. Checking out prior to your confirmed departure will also result in the forfeiture of your deposit. Some dates may require a minimum night stay. Other terms and conditions may apply. Reservation Rates are subject to change. If you change the number of guests in your room at any time this may change your rate. For 3 or more guests in a room, a $40 fee will be incurred for each additional adult or child (ages 5 and older). Accommodations Requests for specific accom modations cannot be guaranteed. Please inform us in advance of any special needs for guests with disabilities. Rollaway beds and cribs are available upon request. Resort All guest rooms , corridors , and public/meeting spaces are smoke-free areas, including a-cigarettes. Unfortunately, pets are not permitted on property. Recommended dress for dinner in Glimmerglass is resort casual (denim, sports caps , shorts , t-shirts , swim or athletic wear are not permitted). For the enjoyment and for the safety of our guests , our swimming pool and other recreational activities (bikes, canoes, boats and paddle-boards) are for the exclusive use of registered guests and are therefore only available to those staying at The Otesaga or The Cooper Inn. Room Tax 12% (8% Sales Tax, 4% County Bed Tax) HUD-18-0686-B-000332 October 31, 2018 Continued Wednesda CONTACT US Main Number 607-547-9931 Reservations Number 800-348-6222 Concierge Number 607-544-2512 Website Otesaga.com https://asp.data2qold.com/? 6H3O6O390O300L5Z4N0R2K260U2X1M2Z106626262C1 N653O211R4R OC274T0M1E5253346U2L0P1Z09712A4H3Y6J1V52603A1Y Golf Play a round in one of the East's top courses. Make a Tee Time https://asp.data2qold.com/? OT1C2R6B681H5647352T4M4526346V180Z122K5Z1K4F151Z4Y2Z5P6 A05013Y4R181G5K535Z2C1312676O2R1F67121F541N15 Spa Treat yo urself to a relaxing massage or facial. View Details https://asp.data2qold.com/? OT1C2R6B681H5647352T4M4526346V180Z122K5Z1K4F151Z4Y2Z5P6 A05013Y4R1B1G5K535Z2C1312676O2R1F67121F541O16 Dining HUD-18-0686-B-000333 October 31, 2018 Continued Wednesda Plan your dining experience ahead of arrival. View Options We look forward to welcoming you as our guest. The Otesaga Reservation T earn https://asp.data2gold.com/? 2P013N4F330V4V045M401G0S552V2R54440N37303T6E2Z6F4803672 P3Z3U5N6H604W0L15366B2H07026F4S086C6B3U674J66 https://asp.data2gold.com/? 196J383C5U26360S5V5L5H134Q102E59093B1L180N0F6Q4231410O3 R30464L3M41563F603T 4M375Q023M4S3C585G3Z44013Y https://asp.data2gold.com/? 516E4F0L122O385W6X6T1Q0E0E4N0L5J6K645O69095U4T5O693T08 6B2 E3 R6 IOJ106X5 H296H6K586Y5X6K6G62663O015E4C64 https://asp.data2gold.com/? 353Y596Q0B6B6Z30656F1 H2T51724 7044W 4W333C5Q3V525V0l3M56 305O5S5N4M106G3G0V643X4900252N085H2A4L0J032S5B 60 Lake Street, Cooperstown, NY, 13326 I 607-547 -993 1 Privacy Policy Hotel Internet Marketing by Digital Alche my https://asp.data2gold.com/? 6X4L2Z5X6L130D0X58531M1H256C5F630X0J0L1K4L3C5P1Y1X0N006 25B54720M583J3T46460F6A HUD-18-0686-B-000334 November 4, 2018 Sunday 12:00 11M AM 1 November 6, 2018 Tuesday 1:13!) PM - 2:30 PM Lunch Atlantic Griil November 14, 2018 Wednesda 6:00 PM - 8:00 PM Enterprise Gala - 50th Anniversary of the Fair Housing -- Pier 60, 23rd Street and West Side Highway From: Judi Kende Sent: Thursday, October 11, 2018 11 :01 AM To: Urbina, Angelique M Subject: Enterprise NY Gala - one month remaining for sponsorships and tickets We hope you will join us at the Enterpri se New York Gala as we commemorate the 50th anniversary of critical civil rights legislation - the Fair Housing Act. The gala will be held on Wednesday , November 14, 2018 at Pier Sixty - Chelsea Piers . Click here to purchase tickets and view sponsorship opportunities http ://salsa4.salsalabs.com/dia/track. jsp ?v=2&c=Rjoh TOyp% 2B0AFLDHqhQHMO%2FEodSw%2FiFSm http://www.salsalabs.com/?email http://salsa4.salsalabs.com/dia/Tracklmage?key=1823269895 HUD-18-0686-B-000337 November 22, 2018 Thursda 8:00 AM - 6:00 PM Thanksgiving Day - Office Closed HUD-18-0686-B-000338 December 25, 2018 Tuesday 8:13!) AM - 6:00 PM Christmas Day - Office Closed January 15, 2019 Tuesda 12:00AM - 1:00AM Canceled: SAVE THE DATE: Getting Organized Details to follow. HUD-18-0686-B-000340 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT Staffing in the Asset Management Servicing Offices: Northeast Regional Proposal December 18, 2017 HUD-18-0686-B-000341 MFH's historic field model had 17 "hubs" and 50+ offices * Hub o Program Center O Other Site ,. t, * DENVER os a t,1; o 1M!ia1!L!.8 t.Mol Phoenix -------------o KAN~ASCl [ -., 0 ... o o -----. I * o ~ (C) \ Hono lulu o - -- IJmmmil \ ........ ,,,..,,,.- mK SO \ \ ,; San Jua n ~ \ \ I I \ \ NOTE: Does not include out -station locations (e.g., Tampa, FL)and other non -hub/program center locations HUD-18-0686-B-000342 Post Transformation: Five Regions * SEAto become an OHC cffic e .& REGIONA L CENTER SATELLITEOFFICE Regions and locations CENTER A. -------------" ... '' \ I \ \ II \ \ \ ' ', I ,, \ I o \ - .,,,. ... c::;Jt# MULTIFAMILY NORTHEAST REGION - Federal reg ions I, II, Ill: New York (Reg iona l Center) , Boston , BaltimoreMUL TIFAMILY SOUTHEAST REGION - Federal region IV: Atlanta (Regional Center) , Jacksonvllle1 MULTIFAM ILY MIDWEST REGION - Federal region V: Chicago (Regional Center) , Detroit , MinneapolisMULTIFAMILY SOUTHWEST REGION - Federal regions VI, VII : Fort Worth (Regional Center) , Kansas City MULTIFAMILY WEST REGION Federa l regions VIII, IX, X: San Francisco (Regional Center), Denver I \ \ HUD-18-0686-B-000343 (I~ ) .t...~./ Multifamily Transformation Staffing o The original MF plan was to I (b)(5) Deliberative Privilege .... ,~ ..::::. .. ) 4/15/2015 PRE-DECISIONAL,PROPRIETARY,and CONFIDENTIAL 4 HUD-18-0686-B-000344 (oIll~o } "o... :>t,_I" / Northeast Regional Structure Pre-Transformation Four separate HUBs BostonNew YorkBaltimorePhiladelphia. There were multiple states under each HUB. The offices located outside the HUB duty location were called Program Centers. PC Directors and Supervisory Project Managers in the Program Centers were permanent positions. There weren't any restrictions as to where positions/promotions could be posted and filled in terms of location. Post-TransformationOne Regional Office (NY) and two Satellite offices (Boston and Baltimore). The Northeast Region covers 14 states.Offices outside the Regional and Satellite offices are called Asset Management Servicing offices (AMSO).There are 10 AMSOs in the NE: Newark. Buffalo. Manchester. Hartford. Providence. Philadelphia. Pittsburgh. Richmond. Charleston. Washington DCManagement consists of a Regional Director. three Asset Management Division Directors and Branch Chiefs.Positions/Promotions can only be posted and filled in the Regional and Satellite offices. not the AMSO. HUD-18-0686-B-000345 Northeast AMSO Staffing / " o l(b)(5) Deliberative Privilege Asset Management Staff Northeast Region A w ? Staff in the Regional and Satellite offices ? Staff in the Asset Management Servicing Offices For example: the average HUD tenure in the Buffalo AMSO is 22 years .,,, '- ....,~ ..::::... ) 4/15/2015 PRE-DECISIONAL,PROPRIETARY,and CONFIDENTIAL 6 HUD-18-0686-B-000346 (o "o... 111~ o} :>t,_I" / Proposal for Consideration o Given the increased workloads resulting from the recent reduction in staff , it is critical to improve the morale and productivity of our employees in the AMSOs. Thus, the Northeast is requesting that we (b)(5) Deliberative Privilege .... ,~ ..::::. .. ) 4/15/2015 PRE-DECISIONAL,PROPRIETARY,and CONFIDENTIAL 7 HUD-18-0686-B-000347 (o "o... 111~ o} :>t,_I" / Executive LeadershipForum Agenda Brooke-Mondale Auditorium March 7, 2018 9:00am - 1:00pm 9:00am - 9:15am Opening Remarks Towanda Brooks Chief Human Capital Officer 9:15am -11:45am What the CEO Wants You to Know: Building Business Acumen - Part 1 Marche Barney Frankl inCovey 11:45m - 12:00pm BREAK 12:00pm - 12:45pm What the CEO Want s You to Know: Building Business Acumen - Part 2 Marche Barney FranklinCovey 12:45pm - 1:00pm Closing Remarks Suzanne Tufts Assistant Secretary for Admin istration HUD-18-0686-B-000348 NEW YORK CITY HOUSING AUTHORITY 250 BROADWAY o NEW YORK, NY 10007 NEW YORK CITY HOUSING AUTHORITY TEL: (212) 306-3000 o http ://nyc.gov/ny cha SHOLA OLATOYE CHAIR & CHIEF EXECUTIVE OFFICER August 18, 2017 On June 14, 2017, the following regulatory reform requests were submitted to HUD in response to the Notice RE: FR-6030-N-01 Reducing Regulato ry Burd en; Enforcing the Regulatory Reform Agenda Under Executive Order 13 777: June 14, 2017 Regulations Division Office of General Counsel Department of Housing and Urban Development 451 7th Street SW, Room 10276 Was hington, DC 20410-0500 RE: FR-6030 -N -01 Reducing Regulatory Burden; Enforcing the Regulatory Reform Agenda Under Executive Order 13777 To whom it may concern : The New York City Housing Authority (NYCHA) appreciates the oppo1tunity to offer comments on the U.S. Department of Housing and Urban Development's (HUD) notice on Reducing Regulatory Burden and Enforcing the Regulatory Reform Agenda. As the nation's largest public housing authority (PHA), NY CHA administers a Public Housing program serving 177,000 households, nearly triple the size of the next largest agency, and a Housing Choice Voucher (HCV) program, rated by HUD in 2016 as high-performing. 1 NY CHA appreciates that HUD is examining its regulations to identify if HUD practice is outdated , comp liance costs for PHAs are excessive, and if program administration can be more effective by modifying regulations. NY CHA is among the few large PHAs administering both the public housing and HCV program s that is not part of HUD's Moving to Work demonstration , thus the agency's regulatory requirements are unique amongst most peer agencies. While modifying regulations may increase efficiencies, it cannot drastically change the need for a base 1 NYCHA administers 85,000 vouchers, nearly doub le the size of the next largest voucher program in the country . HUD-18-0686-B-000349 level of funding for PHAs. NY CHA also believes that many of HUD' s regulations are essential for the federal government to provide safe, quality housing for low-income households. Nonetheless, NYCHA believes that through regulatory modifications HUD can increase the effectiveness of PHAs ' core functions, including property management, contracting and procurement , and private landlord management. NYCHA offers the following framework for improving regulations related to the Public Housing, Housing Choice Voucher , and other programmatic areas for HUD 's consideration: o Align with private housing industry practices to increa se efficiency and further publicprivate partnerships; o Utilize state and local data and knowledge to ensure HUD is responsive to market changes and to increase accuracy of HUD expenditures; and o Reduce duplicative requirements, simplify approval processes, and increase flexibility to increase PHA efficiency, shift decision-making to the local level, and reduce HUD's monitor ing. Align with Private Housing Industry Practices HUD should align with the private housing industry to better equip PHA s to operate efficiently . PHAs are not able to take advantage of the private affordable housing industry's method s of procuring contract ual services, leveraging private market financial tool s, and using technological tools and innovations. The following HUD requ irements should be aligned with private industry to increase effic iency, modernization of building processes, and maximize funding. Procurement and Contracting 24 CFR ? 905.316 -Procurement and contract requirements; 24 CFR ? 200.201 (b) - Use of grant agreements (including fixed amount awards), cooperative agreements, and contracts: Fixed Amount Awards; 2 CFR ? 200.67. o To increase the quality of services procured , allow PHAs flexibility to adopt alternative procurement rules that allow the agency to incorporate the rules of its local jurisdiction , attain additional employment goals, and increase speed in contracting and expenditure of federal funding. Specifically, HUD should allow PHAs to: o Utilize the "best value" procurem ent consistent with the New York State methodology (see New York State General Municipal Law Section 103), including the use of eva luation criteria in best value procurements that take 2 HUD-18-0686-B-000350 o Minority and Women-Owned Business Enterprises (M/WBE) and Section 3 Business Concern utilization into consideration. o Increase the micro purchase limit to $35,000 for construction services contracts ; and o Increase the micro purchase limit to $20,000 for all other contracts. Provide PHAs greater flexibility in construction procurement and contracting by allowing practices such as design-build , contracting for both design and building services in a single contrac t to increase efficiency and consistency of work for capital projects and cost plus contracts. Other federal agencies are allowed to use a specific design-build process for capital work. Currently HUD allows a two-step sealed bidding process but does not explicitly allow PHAs the flexibilities of design-build. Technological Advances Relating to CFR ? 5.801 Subpart H- Uniform financial reporting standards; CFR 24 ? 982 .516 (a) Family income and composition : Annual and interim examination s. Move HUD to fully electron ic reporting systems to increase PHA staff efficiency and increase access to nationa l data. PHAs are expected to access national data and to submit data electron ically, when there are not national electron ic data bases available or even when HUD's own electronic tools are not availab le. The following reporting requirements should be relaxed if HUD cannot prov ide access to the technology needed for PHAs to comply. o Financia l Tools- Eliminate the requirement to submit unaudited data through HUD's online tool for the Financ ial Data Schedule (FDS) . HUD 's tool is frequently nonfunctional which requires PHA staff to manually enter data instead of uploading it. Instead, HUD should continue to require that PHAs maintain this data in-house and provide to HUD upon request. o Income Certifications- Expedite and increase the accuracy of public housing and Section 8 income cert ifications by provid ing PHAs with electronic access to real-time data sources and national data sources. HUD requires PHAs to make assessments of eligibility based on information that is either not accessible online or, if it is available online, is not current. It takes many staff hours for PHAs to access HUD's required information , which is not an efficient process. Currently, PHAs are required to verify various income sources , such as welfare benefits , supplemental security income, and child support , as well as homeownership status without proper access to technological tools. Access to Private Financin g 24 CFR ? 982 - Section 8 Tenant -Based Assistance; 24 CFR ? 972.109 (d) - Conversion of development s . Explicitly allow PHAs to project-base Tenant Protection Vouchers (TPVs) provided for redevelopment and preservation without first offering tenant-based rental assistance in order to 3 HUD-18-0686-B-000351 maximize the private financing available. The project-ba sed Housing Assistance Payment (HAP) contract and specific terms can be underwritten against and collateralized in a way that is not feasible with tenant-ba sed assistance. Direct conversion to project-based vouchers will allow PHAs to leverage more private financing and access financing with fewer steps than is currently feasible with tenant-based vouchers. HUD's current regulation s do not make this explicit, which makes the conversion proce ss more time-consuming and does not allow PHAs to maximize financial opportunity. 24 CFR ? 965.308 - Energy performance contrac ts. Streamline reviews for HUD's Energy Performance Contracts (EPCs) and bring financ ing mechanisms in line with the private housing industry. o o o o Apply EPC incentives after operat ing fund proration so that PHAs can cover debt service on fixed-rate debt; Use marginal rates rather than average utility rates in calculating the dollar value of consumption savings (per FEMP Guidelines: M&V for Federal Ene rgy Project s, v3.0, April 2008); Allow IPMVP Option A "point of use" verificat ion rather than Option C "whole facility" method for any LED lighting upgrades, regard less of the magnitude of projected sav ings (per FEMP M&V Guide dated Nov 2015); and In the event that a fuel change is concurrent with an EPC , allow a baseline to be established based on historic heating loads, rather than requiring a new 12-month postfuel change baseline. Notice PIH-2012-32 (HA), REV-2 . Allow use of other funding sources to bolster Rental Assistance Demon stration (RAD) rents in line with cun-ent market conditions, taking advantage of HUD 's public-pr ivate partnership model. For examp le, allow other HUD funds to be dedicated to a project and then pro rated throughout the term of the Housing Assistance Payment contract to provide a modest adjustment to rents, similarly to the use of Replacement Housing Factor funds from the Public Housing Capital Fund. The same method could be applied to other HUD funding sources, such as the Community Deve lopment Block Grant and the Housing Trust Fund, thus allowing PHA s to increase Net Opera ting Income in high cost areas. Capital Planning Processes 24 CFR ? 9; HUD Notice 81 FR 54818: Energy Performance and Information Center; 24 CFR ? 905.300 (b)(J)(i,iv) Capital fund submission requirements - CFP 5-Year Action Plan: Content, Submission. HUD's current capital planning proce ss allows a PHA the flexibility to determine the capital projects in its five-year capita l plan throu ghout the planning process. This allows PHAs to 4 HUD-18-0686-B-000352 detennine greatest needs of properti es in real time and employ a responsive investment plam1ing process. HUD's new Energy and Performance Information Center (EPIC) system, currently being tested by PHA s including NY CHA, wou ld require that projects be determined at the beginning of the planning proc ess and not allow for responsive changes. HUD should continue to allow PHAs to revised its capital plann ing throu ghout the five-year period. The ability to reevaluate and prioritize capital needs is consis tent with private industry pract ice. Utilize State and Local Data and Knowledge NYCHA has submitted comments to HUD in recent years outlining the discrepancies between the cost estim ates that HUD produces and the reality of the pr ivate market in New York City. The City of New Yo rk's Departm ent of Housing Preservation and Deve lopment produces data that more accurately reflects the costs an d variat ions of markets in New York City including incorpora ting impacts of state and local market restric tions that are not incorporate d into HUD's data. While New York City produces this more sensitive and accurate market data , there is not currentl y an opportunity for HUD to utilize this data , nor for PHA s to operate using this data. The following are modifications tha t HUD should make to take advantage of state and local expertise and data in order to increase accuracy and effec tiveness of its programs. Fair Market Rents (FMRs) 24 CFR ? 888.113 (e) Fair market rents: Methodology -D ata Sources. Increase accuracy of data on loca l rent levels by incorporating into HUD 's FMR calculation local data submitted by PHAs that may be more current and nuanced than the last Amer ican Commun ity Survey two -year report. Incorporating local data would increase HUD's accuracy of current market conditions while not increasing data collection for the agency. Additionally , as both New York City housing authorities have requested, HUD should modify its implementation of th e provisions in the Housing Opportunity Through Modernization Act (HOTMA) of 2016 to allow PHAs: o A time period of at least 60 days to make a reeval uation request of HUD after FMR determinations are issued; and o The abilit y to use either the curren t year FMR or operate under the new FMR while preparing an agency 's reevaluation request and while this request is under consideration by HUD . Section 8 Rent Levels 24 CFR ? 982.503 - Payment standard amount and schedule; 24 CFR ? 983.301 - Determining the rent to owner. o Allow PHAs to determine and use their own Section 8 excep tion payment standa rds without requiring HUD Field Office or Headquarters approvals. This would allow PHAs to be respon sive to market conditions in a timely manner and ultimately make the Section 5 HUD-18-0686-B-000353 o 8 program more attractive to private landlords that are considering participation in the program. Allow PHA s to use local or state government policie s under rent control/stabi lization or other regu lated rent policies to determine rent increase s. This would consolidate multiple rent setting processes into a single proces s and allow for rent setting consistent with state and local laws. Public Housing Evaluation 24 CFR ? 902.20 - Physical condition assessment; 24 CFR ? 5. 703 (g) - Physical condition standards: Compliance with State and Local codes. Modernize the Physical Housing Assessment System (PHAS) to allow alignment with local building codes in key areas such as "blocked egress," and definition of a building. The current confl ict between local building codes and HUD definition s results in additional PHA staff time to reque st reevaluat ions from the Field Office and ultimately pena lizes PHAs with loca l housing codes that are not reflected in HUD's standards. Public Housing Asset Management 24 CFR ? 990.290 - Compliance with asset management_requirements; 24 CFR ? 990 .165 (d), (h) - Computation ofproject expense level (PEL) . (d) Annual inflation factor. (h) Calculation of PELs when data are inadequate or unavailable. Align the Asset Management Prop erty Management Fee to better reflect local market costs. Currently, the fees determined are reasonable by HUD are significantly lower than market rates in some regions, including the New York City area. Public Housing Administration 24 CFR ? 990, Part H. Allow PHAs to reclassify Centra l Office Cost Center (COCC) staff if the PHA has moved positions to its property management function and those positions are no longer central office staff. Currently, certa in staff posit ions continued to be considered "ce ntral office" staff and count toward s the COCC even after a role shift. This results in a misrepresentat ion of PHA costs and inefficient staff allocation . Reduce Duplicative Requirements, Simplify Approval Processes, Increase Flexibility NYCHA recommends that HUD streaml ine its approva l processes and delegate dec ision making to PHAs where approp riate. Currently, some of HUD 's approva l processes regard ing similar program decisions are not unifo 1m, and yet other approva l proce sses are uniform for decisions where HUD should provide a more nuanced and simplified process. The following are areas where HUD should simplify its processes and requirements of PHAs. 6 HUD-18-0686-B-000354 Section 18 24 CFR Part 970. Create a simplified approval process for actions that are currently defined as dispositions of property, but which are not dispositions in the traditional sense. One example is permission to use property for an additional function. Certain transfers relating to cell towers and transfer of development rights (TDRs or air rights) that do not propose significant alteration to the composition of a building should not involve the same process as required for the sale of property. A simplified process for these types of dispositions would reduce HUD and PHA admin istrative time and costs and increase a PHA's ability to raise revenue from these increased property functions by not having to engage in an extensive administrative process. Unit Inspections 24 CFR ? 983.3 (definition of "PHA-owned unit," as revised per the Housing Opportunity Through Modernization Act of2016); 24 CFR ? 983.59 (prohibiting PHAfrom performing inspection of "PHA-owned units") . o Allow PHAs with an ownership interest in a development to perform Housing Quality Standard (HQS) inspections when the PHA does not perform day-to-day management functions at the development. The definition of PHA owned units as defined by the Housing Opportunity Through Modernization Act of2016 for the purposes ofHQS and rent reasonab leness should be 51 % or more of the majority interest. For units such as those owned by a Limited Liability Corporation, HUD shou ld allow HQS inspections to be performed by the PHA when PHAs are not the managers. Currently PHAs have to pay a third party to perfonn inspections at such developments, increasing procurement and contracting work, creating an unnecessary duplicative inspection team, and significantly increasing costs for inspections. Section 8 Evaluation and Cost Analysis for Conversion 24 CFR ? 985; Notices PIH 2011-62 and PIH 2008-35 (HA). o Streamline the Section Eight Management Assessment Program (SEMAP) to only four critical indicators reflecting the core elements of Housing Choice Voucher program administration: a) selection from waiting list, b) determination of adjusted income , c) Housing Quality Standards inspections, and d) annual reexaminations. The othe r factors are administrative requireme nts that should be comp leted by a PHA but do not need to be scored because they are one of the follow ing: duplicative of other HUD reporting requ irements, voluntary programs, or part of program administration represented in the four core progra m elements. These adminish.ative requirements are also duplicative because they are represented in a PHA 's Admin istrative Plan that is submitted to HUD annually. 7 HUD-18-0686-B-000355 o Simplify the methodolog y used to compare the costs of operating public housing deve lopments to the cost of providing Tenant-Based Rental Assistance for voluntary conversions of publ ic housing to a Section 8 subsi dy. The current cost methodolog y is overly complex and requires significant administrative time. Additiona lly, NYCHA recommends modifying current regulations and issuing new regulations based on the comments that NY CHA has submitt ed to HUD, specifically guidance related to Section 3 and the revised Housing Choice Voucher Administrative Fee formula. Issuing final guidance will allow HUD to update out of date standards and allow NY CHA to increase efficiencies, save money, and operate more effectively. Lastly, NYCHA agrees with some spec ific recommendations that have been submitted to HUD in recent month s by organizations with technical expertise includin g the National Assoc iation of Housing and Redeve lopment Officials, the Council of Large Public Housing Authorities, and the Public Housing Authorities Director s Associa tion on the followin g subject matter including : o Reversing HUD' s re-interpretatio n of the 2016 changes to the Centra l Office Cost Center and asset management practices; o Suspending non-statutory PHAS and SEMAP complianc e to simplify PHA operations while adherin g to the core pr inciples and making such scores advisory; and o Allowing blanket suspen sions and waivers for regulation s that HUD finds, through demonstrations or review of outcomes based upon waive rs granted to other PHAs, are beneficial to reaching PHA operational goa ls. HUD's Specific Questions Below are NYCHA's responses to HUD 's specific questions . Combined answer to Questions 1 and 2. 1. Are there any regulations that should be repealed, replaced, or modified? 2. For each regulation identified in question number 1, please identify whether the regulation: (a) Results in the elimination of jobs , or inhibits job creation; (b) Is outdated, unnecessary, or ineffective; (c) Imposes costs that exceed benefits; or (d) Creates a serious inconsist ency or otherwise interferes with regulatory reform initiatives and policies. 8 HUD-18-0686-B-000356 Recommend ed HUD Regulatory M odifications Regulation ~ro~osed to be modified HUD reason for modification 24 CFR? 905.316 - Procurement and contract requirements; (b) Is less effective than with Provide PHAsgreater flexibility in construction procurement modification. and contracting such as design-build . 24 CFR? 200 .201{b) - Use of grant agreements (including fixed (a) Inhibits job creation; (b) Is amount awards), cooperative agreements, and contracts: unnecessary to achieve quality Fixed Amount Awards. contracting goa Is. Allow PHAs flexibility to adopt alternative procurement rules to increase the quality of services procured, attain additional employment goals, and increase speed in contracting and expend itu re of federal funding . 24 CFR? 5.801 Subpart H- Uniform financial reporting (b) Is ineffective through current standards. system. Eliminate the requirement to submit unaudited data through HUD's on line tool for the Financial Data Schedule (FDS). 24 CFR? 982.516 (a) Family income and composition: Annual (c) Imposes costs in form of and interim examinations. administrative efforts that exceed Provide PHAswith electronic access to an expanded group of benefits . income sources. 24 CFR? 965.308 - Energy performance contracts . (b) Is not effectively maximizing Streamline reviews for HUD's Energy Performance Contracts resources. (EPCs)and bring financing mechanisms in line with the private housing industry . (d) Creates inconsistency with pol icies. 24 CFR? 905 . Maintain the flexibility that PHAscurrently have to designate specific capital planning projects in their portfolio throughout the planning process rather than only at the beginning. 24 CFR? 888 .113 (e) Fair market rents: Methodology- Data (b) Does not capture the most updated information. Sources. Increase accuracy of data on local rent levels by incorporating into HUD's FMR calculation local data submitted by PHAsthat may be more current and nuanced than federal level data. (d) Creates inconsistency with policies . 24 CFR? 902 .20 - Physical condition assessment; 9 HUD-18-0686-B-000357 24 CFR? 5. 703 Physical condition standards (g) Compliance with State and local codes. Modernize the Physical Housing Assessment System (PHAS)to allow alignment with local building codes in key areas. 24 CFR? 990.290 Compliance with asset management (d) Creates inconsistency with local requirements; policies . 24 CFR? 990.165 (d}, (h) - Computation of project expense level (PEL}. (d) Annual inflation factor. (h} Calculation of PELs when data are inadequate or unavailable. Align the Asset Management Property Management Fee to better reflect local market costs. (c) Imposes costs that exceed benefits. 24 CFR? 990, Part H. Allow PHAsto reclassify Central Office Cost Center (COCC) staff. (d) Creates inconsistency with policies . 24 CFR? 982. Explicitly allow PHAs to project -base Tenant Protection Vouchers (TPVs) provided for redevelopment and preservation. 24 CFR? 982.503 - Payment standard amount and schedule; (b) Is unnecessary. Allow PHAsto determine and use their own Section 8 exception payment standards without requiring both HUD Field Office and Headquarters approvals . 24 CFR? 983.301 - Determining the rent to owner. (b) Is less effective than local Shift Section 8 rent determinations to PHAs and allow PHAsto determinations. use local or state government policies to determine rent increases. (b) Is unnecessary. 24 CFR? 985; Notices PIH 2011-62 and PIH 2008-35 (HA). Streamline the Section Eight Management Assessment Program to only four critical indicators reflecting the core elements of Housing Choice Voucher program administration. 24 CFR? 983.3 (definition of "PHA-owned unit," as revised per (a) Results in job duplication. the Housing Opportunity Through Modernization Act of 2016}; 24 CFR? 983.59 (prohibiting PHA from performing inspection of "PHA-owned units"). 10 HUD-18-0686-B-000358 Allow PHAs with an ownership interest in a development to perform Housing Quality Standard {HQS) inspections when the PHA does not perform day-to-day management functions at the development. (d) Creates inconsistency with pol icies. Notice PIH-2012 -32 {HA), REV-2. Allow other funding sources to be used to bolster Rental Assistance Demonstration {RAD) rents in line with current market conditions . 24 CFR Part 970. (b) Is unnecessary for corresponding Create a simplified approval process for actions that are action. currently defined as dispositions of property, but which are not dispositions in the traditional sense. 3. What factors shou ld HUD use when considering how to prioritize rules when implementing the regulato1y offsets required by Executive Order 13 771? For public housing, NYCHA recommends that HUD prioritize modification or elimination of rules that are both a) costly to implement and b) do not result in increased efficiency of program operation s. For the Housing Choice Voucher program , NYCHA recommends that HUD prioriti ze modification or elimination of rules that are a) costly to implement and b) direct PHAs staff and financial resources to goals other than core administration of vouchers. 4. Are there any HUD regulatory requirements that have been overtaken by technological developments? Can new technologies be used to modify, streamline, or do away with these requirements? As referenced in recommendation s on "A ligning with Private Indu stry," NYCHA recommends that HUD's program requirement s be aligned with access to technological tools that PHAs can access. HUD should align its regulatory requirements with current technological capacity. Another specific area referenced in "Reducing Duplication" is one that requires PHAs to independently secure data from various local, state, and federal sources in order to complete eligibility certifications for Section 8 and public housing. This process does not take advantage of HUD's ability to coordinate data collection from other federal agencies , nor offer this 11 HUD-18-0686-B-000359 infomiation to PHA s electronically. The result is an inefficient process and inconsistent access to data sources to achieve HUD's goal in certifying household eligibility for its programs. Thank you for considering these comments. NYCHA looks forward to engag ing with the Regulatory Task Force to further discuss the unique circumstances under which NYCHA operates. If you have any questions, please do not hesitate to contact NYCHA's Special Assistant for Federal Policy and Legislative Affairs, Melissa Quirk at 212-306-3069 or Melissa. Quirk @nycha.nyc.gov. Respectfully submitted, Shola Olatoye Chair & CEO New York City Housing Authority 12 HUD-18-0686-B-000360 Additionally, as ofAugust 18, 2017, the Agency (NYCHA) is interested in exploring the following flexibilities granted to public housing authorities that participate in the Moving to Work (MTW) program: I. Align with private housing market Public Housing and Voucher Investment policies : Subject to HUD approval , the Agency is aut horized to adopt investment polici es consistent with state law to the extent such poli cies are in compliance with app licab le 0MB circular s and other federal laws. Public Housing Streamlined demolition and disposition program: The Agency may choose to follow HUD's "Streaml ined Processing Instruc tions for Disposition , Demolition, and Disposition/Demolition App lication s from MTW Age ncies." Local leases & tenant fees : The Agency is authorized to develop and adopt a new form of loca l lease and esta blish communit y rules , grievance procedures, tenant selfsuffic iency requirements and reasonable tenant fee s based on prov en private management mode ls (subject to State and loc al laws), provided that no-cause evictions are no t pennitted. II. Reduce duplicative requirements, simplify processes, and increase flexibility Public Housing and Voucher Family Self-Sufficiency (FSS): The Age ncy is authori zed to operate any of its existi ng self-sufficiency and training programs , including its FSS Program and any successor programs exe mpt from certa in HUD program requ ireme nts. These may includ e those requ ireme nts governing program size or participation, including whether to esta blish escrow accounts and other rent incent ives and whether to establish mandatory selfsuffic iency participation requirements. If the Agency receives dedicated funding for an FSS coordin ator, such fund s must be used to employ a self-s ufficiency coordin ator. In developing and operating such programs, the Age ncy is autho rized to estab lish strateg ic relationships and partnerships wi th local private and public agencies and service providers to leverage expertise and funding. As such: a.) Remove the cap on numb er of program graduates, there by increas ing resources allocated to the progra m - decrea se enormou s amount of progra m administrat ion by creating metrics and goa ls. Public Housing Streamline PHAs process so that both PHAS and PNA (Physica l Needs Assessment) are cond ucted every 5 yea rs in order to maximize effic iency ofNYC HA's asset management. Utilize state and city build ing codes, health and safety regu lations, and inspect ions to better and more locally manage com pliance. 13 HUD-18-0686-B-000361 Voucher Unit Eligibility Requirements: The Agency is auth orized to adopt a local process for determining whe ther units meet certain elig ibility requirements, provided such requ irements are part of the 1937 Act. This includ es, but is not limited to: a.) The minimum expe nditur e requirement and the timing of rehabilitation and construction of units, b .) The type of funds that may b e used to rehabilitate or constr uct units , c.) Procedures to determine whether or not unit s meet the Agency's requireme nts regard ing rehabilitation and construct ion, includin g what information is req uired to be submitted by owners to the Agency , and d.) Establishmen t of an Agency MTW for Section 8 Proj ect-Based Pro grams. 14 HUD-18-0686-B-000362 SES Mid-Vear Progress Review ~ REVIEW ACKNOWLEDGE .. &SIGN Please follow the instructions below to complete the Executive Progress Review process: A Rating Official - Steps to Review the Executive's Progress 1. Login to lnCompassln the tasks box on the right side of the screen click "Mid -Year Review - Complete Rating Official !Progress Review of EMPLOYEE.FIRST.NAMEEMPLOYEE.LAST.NAME"Click "Get Started" at the bottom of the overview screen Review the employee's elements, then click "Save and Continue"On the sign-off section , click the ...l acknowledge t r eview ... "Checkbox" and the "Sign" buttonClick "Submit" at the bottom of the screen Q Executive - Steps to Review your Progress 1. Login to lnCompasslrn the tasks box on the right side of the screen click "Mid -Year Review - Complete Progress Review"Click "Get Started" at the bottom of the overview screenReview your elemen t s, th en click "Save and Continue"Click the ...I acknowledge the review ... "Checkbox" and th e "Sign" buttonClick "Submit" at th e bottom of the screen HUD-18-0686-B-000363 NYCHA- Regulatory Reform Requests - HUD Analysis Procurement and Contracting (pp.2 -3) o Use of Local Jurisdiction's Procurement Rules: NYCHA is requesting an increase to the micro-purchase limit for construction services contracts to $35K and an increase to the micro-purchase limit for all other contract types to $20K . ) -Deli-b-er-ativ_e_Pri-vi-le-ge----~ o The New York Regional Office believes~l(b-)(_5_ l(b)(5) Deliberative Privilege o f Design-Build Practices: Current ly, HUD requires a 2-step sealed bidding process but does not explicitly allow PHAs the flexibility of design-build under 2 CFR 200 and 24 CFR 905. o o The New York Regional Office recommendsl (b)(5) Deliberative Privilege l(b)(5) Deliberative Privilege I. HUD should (b)(5) Deliberative Privilege (b)(5) Deliberative Privilege TechnologicalAdvances (p. 3) o FASS: NYCHA has cited problems with the use of the FASSsubsystem and uploading the Financial Data Schedule (FDS). They suggest eliminating the required use of the system and instead maintaining data in-house. o The New York Regional Office~l(b-)(_5_ ) D-eli-be - r-ativ_e_Priv - il-eg-e----------~ ~ ).(~)_~~liberative but recommendsl (b)(5) Deliberative Privilege b)(5) Deliberative Privilege o EIV: NYCHA states the data in the EIV system is not current and the system is frequently off -line and unavailable for use. HUD requires PHAs to make assessments of eligibility using the data in the EIV system. o The New York Regional Office recommends that l(b)(5) Deliberative Privilege I r )(5) Deliberative Privilege I Accessto Private Financing(pp . 3-4) o Project-Based Vouchers: NYCHA is requesting the ability to project-base Tenant Protection Vouchers (TPVs) provided for redevelopment and preservation without first offering tenant-based rental assistance to residents. o PlH-NYC believes th is ""l (b...,.. )(=5.,... ) D,,...e...., li,,....ber-at,.,... iv-e"""P...., riv ...., il,...e-ge---------------, I. l(b)(5) Deliberative Privilege o EPCs: NYCHA is requesting that HUD streamline the review of EPCs. Page 1 of 2 HUD-18-0686-B-000364 o PIH-NYC suggestsl (b)(5) Deliberative Privilege (b)(5) Deliberative Privilege o PIH-NYC is b)(5) Deliberative Privilege b)(5) Deliberative Privilege Section 18 (p.7) o Disposition Approva l Process (24 CFR 970): NYCHA is requesting a simp lifi ed approva l process for actions current ly defined as dispositions of property but whic h are not dispositions in the traditional sense (e.g. , transfers related to cell towers, t ransfer of deve lopment r ights (TDRs or air rights) that do not include alt erat ions to a building's composition). o The New York Regional Off ice b)(5) Deliberative rh,il o,..o Page 2 of 2 HUD-18-0686-B-000365 SL/ST Mid-Year Progress Review ~ REVIEW .. ~ ACKNOWLEDGE &SIGN Please follow the instructions below to complete the Progress Review process: Rating Official - Steps to Review the Senior Professional Progress 1. Login to lnCompassln the tasks box on the rig ll t side of the screen click "FY18 Mid-Year Review- Review and Finalize for EMPLOYEE.FIRST.NAME EMPLOYEE.LAST.NAME"Cl ick "Get Started" at the bottom of the overview screen Review each cr it ical element, then click "Save and Continue"O n the sign-off section, click the ...l acknowledge the review ... "Check box" and the "Sign" button.Op t ional: The Comments box in the Sign-Off section can be used to record the date of the Progress Review and conversation .Click "Submit" at the bottom of the screen. Q Senior Professional - Steps to Review your Progress 1. Login to lnCompassln the tasks box on the righ t side of the screen click "FY18 M id-Year Review - Review and Finalize"Click "Get Started" at the bottom of the overview screenReview each critical element, then click "Save and Continue"Click the ...I acknowledge the review ... "Checkbox" and the "Sign" buttonClick "Submit" at the bottom of the screen. HUD-18-0686-B-000366 Copy/ Advance Performance Elements Please follow the instructions below to Copy/ Advance a Performance Element: Copy/Advance Performance Elements 1. Login to lnCompassGo to the Performance tab and click on Elements* To Copy an element , click the Goal Options dropdown button at the right end of the goal. Click the Copy function . Ver ify the elements details and change the Start and Due dates to the new Fiscal Year.Click Submit at the bottom right of the screen when element deta ils are finalized.You will return to your "My Elements" page. Elements must be approved by your Manager, click the "Send Approval Request" o ~r to approve the elements .Once your elements have been approved button .The system w ill send an em; Edit .ogress" on My Elements page. * Available after Oct 1st* . To by your manager, the element statl copy ir the Goal Options dropdown and verify the element deta ils. The start advance an element, click the Adva '"'" :ically. Options column and verify the element deta ils. The start and and due dates defau lt to the new fi due dates default to the new fiscal . ,.,,..,..Hi .... ttS .... .... wi-1 wi-1 -a, C: C: 0 N a, .... "' E 0 L. a. a, .c wi-1 .... "' HUD-18-0686-B-000380 > .-c -1-J .c -1-J -1-J !..... !..... 0 0 -1-J ::, c.. c.. 0 ::, c.. c.. 0 .... "' ttS 0 C, a, "' C: 0 N ro QJ !..... u C LJ.J QJ > 0 !..... c.. E .-c.. ro u 0 > !..... ""C ro -1-J -0 .> ::, u V') QJ ro 0 QJ C ::, 0 -1-J u -1-J V') C LJ.J u !..... E 0 !..... QJ V') QJ u ::, ""C QJ -1-J ro !..... a.. QJ t:l.O ro !..... QJ > QJ .....J QJ a: a, .... "' E 0 L. a.. HUD-18-0686-B-000381 I" Promise Zone Designees Promise Zone designees have shown through a competitive application process that they have both: High NeedGeographies o Significant rates of povertySignificant unemploymentHigh crime rateslow education levels + High Capacitylmpleme nters o Comprehensive vision and concrete strategiesCommitted local government leadershipStrong cross sector collaborationA commitment to results HUD-18-0686-B-000382 ..~1 ~~ iE. -~,r~.., 0 41 .~.,I .: (J<,; ~ ~ ..,. ~ Promise Zone Communities ~ o~o;oe-.~'-? ? Los Angeles Philadelphia San Antonio Kentucky Highlands Choctaw Nation .A Camden Indianapolis Minneapolis North Hartford Sacramento St. Louis Pine RidgeIndian Reseni;ition - - South Carolina Low Country 1.,.,_, 1.11., 111 .. Atlanta LosAng_eles San Diego Nashville Evan.5\iille Southwes t Florida RooseYelt Roads Spokane Turtle Mountain Band I -. 1 Puerto Rico -~ ? ......... URBAN RURAL TRIBAL o First Round ~ Second Round ? Third Round HUD-18-0686-B-000383 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT ...., QJ u u C: C: n, 0 t; ",ij "vi V) E n, n, ~" n, -~ - V) a. ra E a.-~ a. - VAi ...., .c: u n, C: n, I.. C: n, I.. QJ ...., QJ "C bO "C vi V) QJ C: ~ n, 0 QJ "' .~ wi-1 ~ CIJ C: CIJ ~ CIJ C: ... U) ~ ~ n, C: C: n, .- .c: "CO...., ~ a. QJ I.. QJ ~ QJ I.. C. QJ I.. c: E u 0 QJ 0 QJ ...., I.. ~ QJ I.. a. QJ C: C: 0 u a. V) I.. QJ .c QJ .c: 0 ...., V) "C QJ C: ~ ::::s ::::, 0 0 I.. V) bO QJ QJ I.. -~ .c: .c: ...., C: 0 ~ ta ...., V) E QJ ~ E QJ E <( I- -> V) V) a. I.. 0 u .I.. QJ E <( a.n "C QJ u.. 0 N CIJ .~ "' E 0 L.. a.. HUD-18-0686-B-000384 -ta L. a, -c a, LL -1-1 C: a, L. L. :::J u I a, "' C: 0 N a, .... "' E 0 L. a.. HUD-18-0686-B-000385 I" Federal Agencies' Program Staff Federal agencies program staff play a critically important role in supporting Promise Zones. Whether they are based in Washington D.C. or the field, federal program staff can help Promise Zones by: Educate Promise Zone Partners about how programs work As appropriate, "conveni nQs" attend designee meetings and HUD-18-0686-B-000386 I" Promise Zones Original Federal Government Operating Structure Local Community Primary Federal Contact Federal Resources HUD Desk OfficersWashington D.C. Promise Zone Partners Federal 1111 11111 Community 11111 lilll Liaison with HUD Communication is always a two way street. Federal Community Liaisons inform federal agencies' staff about Promise Zone partners' goals and needs, and they inform Promise Zone partners about federal agencies' funding and technical assistance Ill o o o HH Staff:H UD DOT EPA US DA HH Staff: SBA, DOC, DOL, Treasury HH Staff: ED HHS DOJ NEA CNCS Federal Staff with Field Responsibilities Grant Managers for Local Grants Field Based Program Staff HUD-18-0686-B-000387 I" Federal Community Liaisons Federal Community Liaisons help Promise Zone designees find answers to a wide variety of questions. o o o o How can I get funding to renovate a commercial building? How can I use my CDBGfunds more effectively? 1 What are other communities doing around prisoner re-entry? What grants are available to improve educational attainment? o 1o o o HUD-18-0686-B-000388 I" https:/ / www. hudexchange.infoI onecpd/assets/File/ Promise-Zones-2015Federal-Resou rces.xlsx ~'" I . .... I I ~ '".'"''""'' ...,. , , romise-Zones-2015-Federal-Resources.xlsx le A D E F G H I K J L M Primary Category =o SecondaryCategory =0 Promise Zone fact Sheet - -.... 0 0 ~\ -~ (1 r, -~-~ ( .~. ~\ 1 i.=. 0 N ~ p I -~ ('\ ~ ( e,('\ \('\ ( ('\o Yi Yi '? 2 U.S. Depa rtm e nt of Agricultur e Community Facilities Grant Program 3 o 0 Community Food Projects Competitive Grants Program .4 0 Farm To School Grants .s Farmers Market Promotion Program 0 Farmers Market SNAPSupport Grant ? .6 7 I Food Distribution Program on Indian Reservations Nutrition Educatio n Grant .8 (FDPNE) 9 10 Housing Preservation Grants ? Local Food Promotion Program ? Rural Community Development Initiative . 11 Self-Help 523 TA Grants . 12 SNAPProcess and Technology Improvement Grants D 0 0 o 0 o o o o o o 0 htt12 s:[lwww.hudexchan ge.infoGBPonec12dlassetsGBPFi1eGBPPromise-Zonesr oct-Shecb-U SOA-Commun i!Y:-r oc i I it ies-Prog ro m.g:df htt12s: GBPlwww.hudexchange.infoGBPonec11dlassetsGBPF i1eGBPPromise-Zones. f act-Sheets-USDA-Commun ih(-Food-Projects.Qdf htt12s:lGBPwww.hudexchange.infoGBPonec11dla s.setsGBPFi1eGBPPromise-Zoneso Fact-SheetsoUSDA -F2SoBenefits-Summa!'.lGBP.Qdf 0 0 0 htt12s: GBPlwww.hudexchange.infoGBPonec11dlassets lFileGBPPromise-Zones. f act-Sheets-USDA.Farmers-Mark et-Promotion-Program.Qdf 0 htt12s:[lwww.hudexchange. infolonec11dlas.setslFilelPromise-Zonesfact -Sheets-USDA . FMSSG .Qdf htt12s:[lwww.hudexchan ge.infolonec11dGBPassetslF ilelPromise-Zonesfact -Sheets-USDA . FDPIR-Benefits-Summa[Y,!ldf 0 o htt11s:[lwww.hudexchange. infolonec11dlassetslFilelPromise-Zones fact -Sheets-USDA -Housing-Preservation-Grants.11df htt12 s:[lwww.hudexchan ge.infoGBPonec11dGBPasse tsGBPFi1eGBPPromise-Zonesfact -Sheets-USDA -Local-Food-Promotion-Program.11df 0 infolonec11dlas.setslFilelPromise-ZonesD htt12s:[lwww.hudexchange. fact -Sheets-USDA -Rural-Communih(-Develo12ments -lnitiative.11df D o ? 0 o 0 13 htt12s:lGBPwww.hudexchange.infoGBPonec11dla s.setsGBPFi1eGBPPromise-Zoneso Fact-SheetsoUSDA-Self-Hel11523.TA-Grants.Qdf httQs:GBPlwww.hudexchange.infoGBPonec11dlassets GBPFileGBPPromise-Zones. f actsheet.SNAP-Proc ess-and-Technolo1rL.lm11rovement-Grants .11df 114 U.S. Departme nt of Commerce 1 C: 1? ? ? ?1 I Sheetl Sheet2 Economic Development Assistance Programs Sheet3 ; ~ .... ol_l 0 Ll o L I I_I lil I ?I .. ht!Q~:lGBP1w!!tJ..h~i;!,x,h~ng, inf2GBP2n,,Qi;!l~~o,~GBPFil,GBPPr2mi~t:,2n,~HUD-18-0686-B-000389 Ir- _.__rL--.1.-.cnA. .-~ - 1111 H ? I r I PREFERENCE POINTS: Certification of Consistency with Promise Zone Goals and ImplementationExecutive Summary of Project/ProgramQualifying Project/Program descriptionPartner organization or Collateral OrganizationFederal application including date of submissionDescription of how the project will meet the goals of the PZRelevant Geography of Project/ProgramSolely in PZ boundary Entire PZ boundary and other communitiesA portion of the PZ boundaryOutside PZ boundaries, but incl. specific and definable services/benefits will be delivered within PZ or to PZ residents HUD-18-0686-B-000390 I" PREFERENCE POINTS: Certification of Consistency with Promise Zone Goals and Implementation2.Project CostsAdministrative and Operational budget for projectldentify key staff that will implement the qualifying program/project3.Project/Program AwardWhen awarded funding, commitment to share required reports with PZ office and its partners for submission to the White House and federal partners. Why do you need to know this? So you can inform your applicants and avoid stress, or even lost opportunities, due missing this key step! HUD-18-0686-B-000391 I" Promise Zones' Lead Designees 8: Partners Promise Zone Partners - including local government leaders, nonprofits, educational institutions, and more - work together in coordinated manner to drive community revitalization efforts. Promise Zone Partners will: Identify community needs and challenges Track results HUD-18-0686-B-000392 C Q) -c E cc, u C ...... Q) > ...... ..1-J ...... C Q) C 0 N Q) ...... E V) 0 L.. a.. HUD-18-0686-B-000393 I ?It a?V-t aw:- . gr More niou ma5ion See Handouts or V151t ?wig .. an". .- I. City of Detroit Proposed Tour For Secretary Designee Ben Carson February 28 th- March 1st OVERVIEW The City of Detroit, the largest City in Michigan, is rising again . Under the leadership of Mayor Michael E. Duggan and his administration, the City has successfully brought the City out of the nation's largest municipa l bankruptc y and completed major reform of the many of the City's depaiiments that coordinate services related to plannin g, housing, and neighborhood revitalization; public safety, and demolition and blight removal. HUD FUNDING The City of Detroit receives the following amount of HUD funding : CDBG- $31,372,385 HOME - $4,252,103 HOPWA - $2,695,671 ESG - $2,838,335 CITY IDGHLIGHTS o o o o Mayor Duggan not only brought the City out of bankruptcy but reformed a number of the City's Agencies including those directly working with HUD. o In 2015 and with technica l assistance from HUD and Enterprise, the Mayor's Jobs and Economy Team establis hed a new Department of Housing and Revitalization (HRD) to lead all activities related to housing, including oversight of Federal programs like CDBG and HOM E, which had previously operated under the Planning and Developmen t Department (PDD). o Under the leadership of Arthur Jemison (HRD) and Maurice Cox (PDD), both depa1iments have added significant capacity and staff resources throu gh a combination of local and national experts, ensur ing top talent is in place. The Mayor worked with HUD, HRD and the Detroit Housing Commission (DHC) to bring the Commission out of receivership in 2015. DHC had been in receivership for 10 years and is on track to be rated by HUD as a high performer later this year. Over the prior 7 years, the C ity of Detroit did not meet the timeliness test for its CDBG funds; a key indicator of grantee effectiveness. In 2016 the City not only met its timeliness goal, but exceeded it by over $2M. The City is on track to again meet this goal in 2017. Mayor Duggan has encouraged City departments to find new innovative ways to assist Detroit residents. A few examp les that have been partially funded with CDBG, and in some cases have become national examples are: HUD-18-0686-B-000395 o o o Motor City Match - Helps entrepreneurs looking to start or expa nd their business in Detro it by matching the right buildings with the right businesses while providing competitive grants, loans and counseling to both building owners and businesses. Growing Detroit's Yo ung Talent - Is a citywide summer jo bs program that trains and emp loys young adults between the ages of 14 and 24 for 6 weeks in July and August. Last year, over 8,000 local youth received employment which is our goa l again this year. 0% Hom e Repair Program - Provided over 350 0% interest loans in an amount up to $25,000 for Detroit homeow ners to make needed repairs to their homes. HUD-18-0686-B-000396 Proposed Schedule of Events Day On e - February 28 th 1. Welcome Reception with Mayor and Governor (TBD) 2. Tour with City Officials, including, but not limited to the following sites : a. Frederick Douglass Site aka Choice Neighbo rhood Initi ative application target site (corner of Wilkins and Beaubien Streets, across from the Ben Carson High School) 1. Location of the City and Housing Commission ' s Choice Application 11. A high-quality and well -designed 900 + unit community 111. Mixed-income and multi generatio nal 1v. 30% affordable hou sing, which includes a mix of affordable and market units b. Site of Beltline Greenway (6501 Kercheval) i. Implementation target of large portion of the City's $8.9M CDBG Declared Di saster Reco very (DDR) Grant implementation funds c. Ribbon cutting for Hartford Village (17500 Meyers Road) i. 84 Senior unit s ii. 100% Affordable iii. Received $1.5M in HOME support d. The Strathmore (70 W Alexandrine St) 1. Former hotel built in 1929 11. 129 units and 2000 squar e feet of commercial space m. 40% units at LIHTC rents and 60% at market rents 1v. Completed through publi c-private partn ership v. Received $4.8M in HOME e. The Charlotte (664 Charlotte) i. 27 Permanent Supportive Housing units for Homeless Veterans ii. 100% Affordable iii. Received $2.2M in HOME funding f. Site of Demolition work done by the City (TBD) i. 10,806 demolitions since 2014 3. Evening reception at the Manoogian Residence (Mayor's Residence) with local elected officials Day Two - March 1st 1. Meet with Local Officials at Detroit HUD Field Office a. Address the HUD training Delivering Opportunities and Outcomes for Commun ities: Federal Place-Based Training at the Field Office 2. Visit Detroi t Hou sing Commission and Public Housing site (TBD) HUD-18-0686-B-000397 3. Listening session with local developers , affordable housing developers and other interested parties . (Ben Carson High Schoo l) HUD-18-0686-B-000398 HUD Meeting Request Form Office of Co ngressional and Intergovern mental Relation s PLEASE SUBMIT AT LEAST 1-2 WEEKS IN ADVANCE Email: Stanley.hardyiv @hud.gov ____ tcell), Logistics/Scheduling Contact: Silvana Caldera , 202-659-2229 (office fb.__)(G) silvana.caldera @simoncompany.com Type of Requ est: ?Meeting at a Fie ld Office ~ Meeting at Headqua 1ie rs (DC) D Conference _. Call Name of the Unit of Government or Organization : Capitol-to-Capitol Program - Community Resources team, including elected officials and community members from the Sacramento, CA area. I Proposed Date(s) and Time(s): Monday, May 1st (anytime exce pt 1:00 p.m . to 3:00 p.m .) [ Topic(s): Affo rdable hou sing, includin g transitional and rural housing, HUD Vo ucher program, HOM E, CDBG . Number of expected attendees: List of attendees: Around 10 or however many you can fit (will provide exact list closer to the date) HUD-18-0686-B-000399 HUD Meeting Request Form Office of Congressional and Intergovern mental Relations PLEASE SUBMIT AT LEAST 1-2 WEEKS IN ADVANCE Email: Stanley.hardyiv @hud.gov I Logistics/Scheduling Contact: Adam Cros s, 202-544-4848, adam@potomacpartne rsdc.com Type of Request: ?Meeting at a Field Office ~ Meeting at Hea dquarters (DC) D Conference Call Name of the Unit of Government or Organization: San Bernardino County Board of Supervisors Proposed Date(s) and Time(s): Tuesday, February 28th, 2017 Anyt ime betwee n 10:00AM - 12:30pm or after 3:45pm Topic(s): Continuum of Care, Veteran Homelessness , Homelessness prevent ion and eradication. Number of expected attendees: List of attendees: Dan Feliz, Chairman Robert Lovingood, Supervisor Janice Rutherford HUD-18-0686-B-000400 Summary of Crumbling Foundations 01/13/2017 meeting with CT Governor Malloy and federal partners Federal Attendees: EDA, FEMA, HUD, SBA, USDA, US Army Corps of Engineers, VA State of CT Attendees: Governor Malloy Lieutenant Governo r Wyman Dept of Housing Commissioner Klein Dept of Emergency Services & Police Protection Commissioner Schriro Bruce Adams, General Counsel, Lieutenant Governor Wyman DESPPAttorney Brenda Bergeron Dan DeSimone, Governor 's Washington DC Office Purpose of meeting: To provide the Governor and State with guidance on what resources or programs federal agencies may have access to in order to identify a pathway forward for building owners affected by crumbling foundations in Northeastern CT. Governor requested development of a sheet with th is information (i.e., what an agency can and cannot do) and a 211 link . Background: 500 homeowners regist ered complaints, belief the re are many more One certified concrete testing lab in CT State estimates $6,000 to test homes, approximately $200,000 to repair Homeowner's insurance changed through a 15-year-old court case; No information to date to show it was done on purpose No declaration on this top ic pending with any fede ral agencies Lead federal Agency: HUD with Hartford Field Office as the coordinating location General Feedback: EDA- Economic Adjustment Program availab le only for government owned buildings held by government for at least 15 years FEMA- told Governor to find a lynch pin between the naturally occurring and the man made actions that caused this situation in order to obtain a different answer from them (have issued FEMA denial). HUD - 203(k) Rehab Mortgage Insurance, CDBG, Section 108 Loan Guarantee Program {State could borrow approximately $60 million) SBA- has to have a physical disaster come into play but will assist wherever possible USDA Rura l Devel opment - loan guarantees available with subsidized interest rates down to 1%; otherwise would cost homeowners an additional $550 per month to repay the loan US Army Corp - when questioned about the use of "silver jackets" for test ing, indicated no existing appropriation to pay for this; will run by supervisors the possibility of training. HUD will follow up. VA- Guaranteed loans for limited income veterans; will research possibility of them for this cost level of repa ir costs HUD-18-0686-B-000401 Next Steps: HUD to coordinate everyone's availability to meet on this via conference call next week Purpose of meeting will be to ask each partner to develop a one pager on assistance their agency may have available and to obtain information on whether or not the agency may be able to tie their funding to another agency. HUD-18-0686-B-000402 U.S. SMALL BUSINESS ADMINISTRATION WASHINGTON, DC 20416 OFFICE OF GENERAL COUNSEL December 18, 2019 Austin R. Evers American Oversight 1030 15th Street, NW, Suite B255 Washington, DC 20005 FOIA@american oversight.org Re: HUD FOIA Referral American Oversight v. Dept. of Commerce et al (Case No. 19-00912). Dear Mr. Evers, This letter is in response to your Freedom of Information Act ("FOIA") request originating with the U.S. Department of Housing and Urban Development, ("HUD") dated October 17, 2018. HUD has referred records to our FOIA office for processing which were located as part of ongoing FOIA litigation American Oversight v. Dept. of Commerce et al (Case No. 1900912). The FOIA request seeks calendar entries, including attachments, ofsevcral HUD political appointees. HUD has indicated that it located 4 pages of records which it asserts originated \Vith the SBA. These 4 pages consist of calendar appointments located in HUD employee Seth Appleton's calendar. Accordingly, HUD has referred these four pages to the Small Business Administration ("SBA"), for direct response. SBA is releasing the four documents in part. Redactions have been made pursuant to FOIA Exemption 6 which protects information about individuals in "personnel and medical files and similar files" when the disclosure of such information "would constitute a clearly unwarranted invasion of personal privacy." The redacted information consists of cell phone numbers, conference call numbers, conference room call-in numbers and call-in codes, which clearly fall under the protection ofFOIA exemption 6. If you are dissatisfied with the Agency's decision, you may file an administrative appeal within 90 days of the date of this letter to: Office of Hearings and Appeals Attention: Delorice Ford, FOlA Officer 409 3rd Avenue, SW 8th Floor \Vashington, DC 20416 If you are unable to resolve your FOIA dispute through our FOIA Public Liaison in the Office of Hearings and Appeals, the Office of Government Information Services (OGIS), the Federal FOIA Ombudsman's office, offers mediation services to help resolve disputes between FOIA requesters and Federal agencies. The contact information for OGIS is: Office of Government Information Services National Archives and Records Administration 8601 Adelphi Road--OGIS College Park, MD 20740-6001 ogis@nara.gov ogis.archives.gov 202-741-5770 877-684-6448 Sincerely, David A. Fishman Senior Legal Counsel for FOIA and Privacy Act Office of General Counsel U.S. Small Business Administration August 17, 2017 Thursda 9:00 AM - 9:45 AM Meet on HECMo. 9202/DIN # 1-877-336-1839, 1:30 PM . 2:30 PM Rental Housing Discriminat~ 877-336-1831 - accesscode-- .. o Access ,_Host onl of Mental Disabilities - Report ReleaseStrategy o. 5202; Please note there has been another room change, we will meet in 5202. 2:00 PM . 4:00 PM 5:00 PM . 7:00 PM FW: Federal IGA Offices: Meet and Greet (Tomo rrow/Thursday) -- Pennsylvania 6 - 1350 EyeStreet NW, WDC 2000S (near McPherson Sq Metro) -----Original Appointment----From: Wilbraham , Star [mailto:star.wilbraham@sba.govJ Sent: Tuesday , July 18, 2017 8:05 PM To: Wilbraham , Star; Nadeau , Robert; Butler , Tara A CIV OEA (US); PKrug@doc.gov; Huntley, Henry; Brian Henson; Quinones, Amanda; Dendas , Michael W ; Burley, Michael N; Meacham , Aimee; Willard, Aaron (Federal) ; carly.couture@osec.usda.gov ; blake.rollins@osec.usda.gov; Dee.A.Alexander@census.gov; Van. R.Lawrence@census.gov ; bina.k.saafi@census.gov; blenihan@doc.gov ; arankin@doc.gov; MTabilas@mbda .gov; Tmason-Elder@cns.gov ; Humphrey, Kevin D Maj USAF OSD OASD LA (US); Vitali , Michael R CAPT USN OSD OASD LA (US) ; aholland@dra.gov; Adam.Honeysett@ed.gov; Cody.Reynolds@ed.gov ; Bryan. Kellogg@hq.doe.gov; John.Kroh n@hq.doe .gov; Eric.Mahroum@hq.doe.gov ; taylor .playforth@hq.doe.gov ; lyons.troy@epa.gov ; christopher.gray@exim.gov; Lee.Stewart@exim.gov; Killian, Adam; Brennan.Hart@gsa .gov; GSACongressionalAffairs@gsa.gov; gregorio.hunt@hhs.gov; Clark, Alaina; DHS.IGA; Hyer, Brian ; Barton, Victoria L; Hardy IV, Stanley; Santa Anna, Aaron ; timothy_williams@ios.doi.gov; page.emily@dol.gov; harris.walker@NNSA.doe.gov ; Turn er, Holly; Maria.Artista Cuchna@ssa.gov; Lyssa .Hargrove@ssa .gov; stephen.mcgraw@ssa.gov; Bob.Patt erson@ssa.gov ; karmanovaia2@state.gov; anthony. bedell@dot.gov ; ch ris. mitton@dot.gov ; lori .urban@dot.gov ; HUD-18-0686-D-000001 August 17, 2017 Continued Thursda ada.valaitis@dot.gov; Edward.Diaz2@va.gov; james.gough@VA.gov Cc: Miller, Carly - OSEC, Washington , DC Subject: Federal IGA Offices: Meet and Greet (Tomorrow/Thursday) When: Thursday , August 17, 2017 5:00 PM-7:00 PM (UTC-05 :00) Eastern Time (US & Canada). Where: Pennsylvan ia 6 - 1350 Eye Street NW, WDC 20005 (near McPherson Sq Metro) Looking forward to seeing those who can make it tomorrow! Just added the location ... Pennsylvania6 http://www.pennsylvania6dc.com/site/u I/pdf/P E6 DC HA PPYHOU R 2017 1 .pdf http://www.pennsylvania6dc.com/events/happy-hour-specials/15 Star Wilbraham I Office of Intergovern mental Affairs U.S. Small Business Adm inistration I www .sba.gov Office Phone: 202.205.6791 star. wi lbraham@sba.gov I Work Cell: Email: HUD-18-0686-D-000002 October 16, 2017 Monda All Day Stevens 000 10:30 AM - 11:00 AM FW: Duplication of Benefits Call with HUD and SBA -- Dial- In office at SBA C:-and Chris' -----Original Appointment----From: Pilkerton, Christopher M [mailto :Christopher .Pilkerton@sba .gov] Sent: Thursday , October 12, 2017 10:06 AM To: Pilkerton , Christopher M; Hershey , Michael S; Rivera, James E.; Bradfield , Mary A.; Dunn, Connor M; Michael.J.Marshall@hud.gov ; Maren .M.Kasper@hud.gov; Patenaude , Pamela H Cc: Edwards, Jerome ; Monchek , Rafaela; PHP Subject: FW : Duplication of Benefits Call with HUD and SBA When: Monday , October 16, 2017 10:30 AM-1 1:00 AM (UTC-05 :00) Eastern Time (U~ Where: Dial- In-PC :and Chris' office at SBA -----Original Appointment----From: Pilkerton, Christopher M [mailto:Christopher.Pilkerton@sba.gov ] Sent: Wednesday , Octobe r 11, 2017 7:04 PM To: Pilkerton , Christopher M; Hershey , Michael S; Rivera, James E.; Bradfield , Mary A.; Dunn, Connor M; Richardson , Todd M; Neal.J .Rackleff@hud.gov ; Michael.J.Marshall@hud.gov ; Maren.M.Kasper@hud.gov ; Patenaude, Pamela H Cc: Edwards, Jerome ; Monchek, Rafaela Subject: Duplication of Benefits Call with HUD and SBA When: Monday , October 16, 2017 10:30 AM-11:00 AM (UTC-05 :00) Eastern Time (U~ Where: Dial- InPC:and Chris' office at SBA 11:00 AM - 11:45 AM Briefing - Homelessness Point in Time 2017 -- DepSec Office I'd like to set up a brief for the Deputy Secretary to review the 2017 PIT (Point In Time) information regarding homelessness. The issues we'll be discussing are: HUD-18-0686-D-000003 January 9, 2018 Tuesda 2:00 PM - 3:00 PM . . . cy Prep Call RE: 1/18/18 HVAC Joint Subcommittee Hearing -- Conference Room) 3:00 PM - 4:30 PM CONFIRMED: Pre-Hearing meeting with Rep. Arrington -- 1029 Longworth Office Building ExchangeServerre-createda meeting that was missingfrom your calendar. Sent by Microsoft Exchange Server 3:30 PM - 4 :00 PM CALL w/ REP WAGNER -- Rep Wagner to call Seth 4:00 PM - 4: 30 PM FW: DOB Catch Up -- Chris to call Call with SBA regarding DOB. -----Original Appointment----From: Pilkerton , Christopher M [mailto:Christopher.Pilkerton@sba.gov] Sent: Monday, January 08 , 2018 5:23 PM To: Pilkerton, Christopher M; Barton , Victoria L Subject: DOB Catch Up When: Tuesday, January 09, 2018 4:00 PM-4:30 PM (UTC-05:00) Eastern Time (US & Canada). Where: Chris to call HUD-18-0686-D-000004 U.S. Department of Homeland Security 500 C Street, S.W. Mail Stop 3172 Washington, DC 20472-3172 FEMA December 31, 2019 SENT VIA E-MAIL TO: foia@americanoversight.org Austin R. Evers Executive Director American Oversight 1030 15th Street, NW Washington, DC 20005 Re: FEMA FOIA Case Number 2020-FEFO-00211 Dear Mr. Evers: This is the final response to your Freedom of Information Act (FOIA) request to the U.S. Department of Housing and Urban Development, dated October 17, 2018 and transferred to Federal Emergency Management Agency on December 10, 2019. You are seeking the following: All calendars or calendar entries for any of the following individuals, including any calendars maintained on behalf of these individuals (e.g., by an administrative assistant) for the date ranges provided below. If no date range is specified, please provide all responsive records from the date each custodian joined HUD through the date the search is conducted: • Ben Carson Sr. (December 1, 2017, through the date of the search) • Leonard Wolfson • Seth Appleton • Deana “Deidre” Bass (end date of search associated with FOIA request number 18-FI-HQ00218, through the date of the search) • Robert Bowes • Alfonso Costa, Jr. • Sheila Greenwood (end date of search associated with FOIA request number 18-FI-HQ-00218, through the date of the search) • Pamela Patenaude (end date of search associated with FOIA request number 18-FI-HQ-00218, through the date of the search) • Andrew Hughes • Maren Kasper • Lynne Patton • Dana Wade All calendars or calendar entries for any of the following individuals, including any calendars maintained on behalf of these individuals (e.g., by an administrative assistant) for the date ranges provided below. Please provide all responsive records from the date each custodian joined HUD Austin R. Evers 2020-FEFO-00211 Page 2 through the date the search is conducted: • Mason Alexander • Christopher Bourne • Michael Bright • David Byrd • Matthew Hunter • Robert Hunter Kurtz • Michael Marshall • Michael Nason • William Russell • Richard Youngblood. The U.S. Department of Housing and Urban Development conducted a search for documents responsive to your request produced and referred to FEMA a total of 22 pages for documents responsive to your request. Of those pages, HUD has determined that 21 pages of the records are releasable in their entirety and 1 page partially releasable pursuant to Title 5 U.S.C. § 552 (b)(6). FEMA did not withhold any information in the responsive record set. FOIA Exemption 6 exempts from disclosure of personnel or medical files and similar files the release of which would cause a clearly unwarranted invasion of personal privacy. This requires a balancing of the public’s right to disclosure against the individual’s right to privacy. The privacy interests of the individuals in the records you have requested outweigh any minimal public interest in disclosure of the information. Any private interest you may have in that information does not factor into the aforementioned balancing test. You may appeal this determination within 90 days from the date of this letter. If you decide to appeal, your appeal should include copies of your original request and this response, as well as a discussion of the reasons supporting the appeal. The envelope should be plainly marked to indicate that it contains a FOIA appeal and addressed to: U.S. Department of Housing and Urban Development Attention: FOIA Appeals Office of Ethics and Appeals Law Division Office of General Counsel 451 Seventh Street, SW, Suite 2130 Washington, DC 20410 Telephone: (202) 708-3815 You may also submit your appeal via email to HUDFOIAappeals@hud.gov or online at: http://portal.hud.gov/hudportal/HUD?src=/program_offices/administration/foia/foiaappeals As part of the 2007 amendments, the Office of Government Information Services (OGIS) was created to offer mediation services to resolve disputes between FOIA requesters and Federal agencies. You may contact OGIS in any of the following ways: Office of Government Information Services Austin R. Evers 2020-FEFO-00211 Page 3 National Archives and Records Administration 8601 Adelphi Road- OGIS College Park, MD 20740-6001 E-mail: ogis@nara.gov Web: https://ogis.archives.gov Telephone: 202-741-5770/Toll-free: 1-877-684-6448 Facsimile: 202-741-5769 Provisions of the FOIA allow us to recover part of the cost of complying with your request. In this instance, because the cost is below the $25 minimum, there is no charge. If you need any further assistance or would like to discuss any aspect of your request, please contact us and refer to FOIA case number 2020-FEFO-00211. You may send an e-mail to femafoia@fema.dhs.gov, call (202) 646-3323, or you may contact our FOIA Public Liaison in the same manner. Sincerely, Greg Bridges Disclosure Branch Chief Enclosure(s): Responsive Records, 22 Pages September 26, 2017 Tuesda All Day 0MB HUD 2019 Budget Hearing Window -- OMB-- New Executive Office Building Please See Above 11:00AM -12:00 PM FW: M eet w/Oxfam Rep and LA and TX Local Leaders -- FEMA HQ. 500 C Street , RFO, 6SW-0810 FYI. Just wanted you to be aware of the meeting I'm attending tomorrow at FEMA, looks like an advocacy group. From: Amparo, Alex< □ DHYPERLINK "mailto :alex.amparo@f ema .dhs.gov" D Dalex.amparo@fema.dhs .gov> Sent: Monday , September 25, 2017 5:19 PM Subject: FW : Meet w/Oxfam Rep and LA and TX Local Leaders To: Burley, Michael N < □ DHYPERLINK "mailto :michael.n.burle y@hud.gov"DDmichael .n.burley@hud.gov> .. Hi Mike - Adam and I think it would be a good idea if you sit in on this meeting for IGA. We were include for visibility. Thanks, Jenn -----Original Appo int ment ----From: Amparo, Alex Sent: Wednesday, September 20, 2017 6:25 PM To: Amparo, Alex; Coleman, Marcus; Blanchard - Mbangah, Shauna M; Hoffman, Sydney; Gibson, Liz; Doolin, Jenn ifer; Mar t inet, Mary E Subject : Mee t w/Oxfam Rep and LA and TX Local Leaders When: Tuesday, September 26, 2017 11:00 AM -12:00 PM (UTC-05:00) Eastern Time (US & Canada). Where: FEMA HQ, 500 C St reet, RFO, GSW-0810 Meeting with the fo llowing Oxfam and LA, TX local leaders. List of Advocacy 'Asks' are attached below and will be discussed during t his meeting. Participants: Flozell Daniels, Jr. President/CEO, Foundation for Louisiana Telley Madina Senior Gulf Coast Policy Advisor, Oxfam America Amanda Timm Executive Director, Local Initiatives Support Corporation Kathy Payton CEO, Fifth Ward CDC Jenifer Wagley Deputy Director, Avenue CDC Michelle Sternthal Senior Domestic Policy Advisor, Oxfam America SB HUD-18-0686-E-000001 September 26, 2017 Continued Tuesda From: Amparo, Alex Sent: Monday, September 25, 2017 9:19:50 PM (UTC) Coordinated Universal Time To: Amparo, Alex; Burley, Michael N Subject: FW: Meet w/Oxfam Rep and LA and TX Local Leaders When: Tuesday, September 26, 2017 3:00 PM-4:00 PM. Where: FEMA HQ, 500 C Street, RFO, 6SW-0810 Hi Mike - Adam and I think it would be a good idea if you sit in on t his meeting for IGA. We were included for visibi lity. Thanks, Jenn -----Or iginal Appointment ----From: Amparo, Alex Sent: Wednesday, September 20, 2017 6:25 PM To: Amparo , Alex; Coleman, Marcus; Blanchard-Mbangah, Shauna M; Hoffman, Sydney; Gibson, Liz; Doolin, Jennifer; Martinet, Mary E Subject: Meet w/Oxfam Rep and LA and TX Local Leaders When: Tuesday, September 26, 201711 :00 AM-12:00 PM (UTC-05:00) Eastern Time (US & Canada). Where: FEMA HQ, 500 C Street, RFO, 6SW-0810 M eeting with the fo llow ing Oxfam and LA, TX local leaders. List of Advocacy 'Asks' are attached below and will be discussed during this meeting . Participants: Flozell Daniels, Jr. President/CEO, Foundation for Louisiana Telley Madina Senior Gulf Coast Policy Advisor, Oxfam America Amanda Timm Executive Director, Local Initiat ives Support Corporat ion Kathy Payton CEO, Fifth Ward CDC Jenifer Wagley Deputy Director, Avenue CDC Michelle Sternthal Senior Domestic Policy Advisor, Oxfam America SB 4:30 PM - 5:00 PM 0MB Hearing Prep - Rental Assistance -- 9202 Call-in Number: Access Code: Host Code: 5:00 PM - 6:00 PM 888-675-2535 l(b)(6) ~ (Janet Only) CONFIRMED: Clarify Options & Status of the Richmond, CA PHA with Richmond City Official s -1-888-675-2535 , Access Code: !(b)( 6) I Folks in San Francisco, please feel free to gather in the Golden Gate Conference Room. Dial In: 1-888-675-2535 , Access Code: ~r b_)(G_ l __ ~ HUD-18-0686-E-000002 Community Planning and Capacity Building Recovery Support Function Strategic Readiness Plan RSF Capability Enhancement Project Phase One Working Plan THIS PAGE IS INTENTIONALLY LEFT BLANK Table of Contents I. EXECUTIVE SUMMARY .....................................................................................4 IL LIST OF ABBREVIATIONS .................................................................................. 6 III. MISSION AND OBJECTIVES ...............................................................................8 A. Core Mission/Purpose ...................................................................................... 8 B. Key Operational Objectives .............................................................................8 IV. KEY OPERATIONAL TASKS .............................................................................. 9 A. Needs Assessment ............................................................................................9 B. Recovery Options Development .................................................................... 10 C. Recovery Planning and Implementation Support ........................................... 11 V. IDEAL PERSONNEL CAPACITIES ................................................................... 13 A. Functional Organization ................................................................................. 13 B. Ideal Personnel Capacities .............................................................................. 13 C. RSF Field Coordinators .................................................................................. 14 D. CPCB Field Staff ............................................................................................ 14 E. Nat ional Networ k of Support ......................................................................... 15 VI. CAPABILITY AND CAPACITY GAPS .............................................................. 16 Gap # 1: Deep Bench of FEMA CPCB Cadre Members to Lead CPCB Functions in the Field ............................................................................................ 16 A. B. Gap #2: Consistent CPCB Regional Partnership Building and Outreach ...... 16 C. Gap #3: Clarity on CPCB Partner Integration Opportunities Post-Disaster .. 16 VII. ENHANCEMENT STRATEGIES AND ACTIONS ............................................ 17 A. Capability and Capacity Enhancement Strategies .......................................... 17 B. Gap # 1: Deep Bench ofFEMA CPCB Cadre Members to Lead CPCB Functions in the Field ............................................................................................ 17 C. Gap #2: Consistent CPCB Regional Partnership Building and Outreach ...... 18 D. Gap #3: Clarity on CPCB Partner Integration Opportunities Post-Disaster .. 19 HUD-18-0686-E-000005 THIS PAGE IS INTENTIONALLY LEFT BLANK CPCB RECOVERY SUPPORT FUNCTION -STRATEGIC READINESS PLAN RSF CAPABILI TY ENHANCEMENT PROJECT - FINAL REPORT - JANUARY 2018 I. EXECUTIVE SUMMARY This document represents the Strategic Readiness Plan (SRP) for the Community Planning and Capacity Building Recovery Support Function (RSF) under the National Disaster Recovery Framework (NDRF). Its goal is to identify the actions needed to achieve a base level of preparedness to adequately meet the long-tenn recovery demands of five concurrent Presidentially declared disasters , understanding that some will require more resources than others. The CPCB SRP uses this organizing structure to identify the RSF's needed capabilities and capacities , and to analyze the gaps between existing and ideal capabilities and capacities. Strategies and actions are then developed to address the identified gaps. Listed below are the priority gaps. The SRP is informed by the Federal Interagency Recovery Readiness Assessme nt (FIRRA) . 1 The 2017 FIRRA used the ten types of capabilities to organize the limitations relative to each RSF/mission area . * Timelines presented are asp irational and are CAPABILITY ELE MENTS DOTMLPF-AFT D - Doctrine 0 - Organization T-Tra ining M - Materiel L - Leadership P - Personnel F - Facility Au - Authority F in - Financial Tech - Technology * The ten elements are based on the U.S. military's DOTMLPF capability development framework. Authority, Financial , and Techno logy are added for the RSF Readines s Assessment. dependent upon the availability of staff and financial resources. Gap #1: Deep Bench of FEMA CPCB Cadre Members to Lead CPCB Functions in the Field Strategy #1 Utilize lessons learn ed from recent disaster operations to inform approach to targ eted training and guidance for CPCB Crew Leaders and Task Force Lea ders. Milestones and Timeline • Feedback from CPCB Field Leadership and CPCB cadre staff who supported 2017 disaster events collected and compi led in summary report June 2018 • Develop approach to targeted training/coaching of cadre members qualified as CL/TFL Aug 2018 • Core working group (that includes CPCB cadre members) complete review, course of action developed for updates to CPCB training, guidance Sept2018 • Complete survey of state, tribal, territorial, local leadership to get feedback on CPCB recovery support Sept 2018 • Summary brief on state, tribal , territorial, local leadership feedback completed and distributed Dec 2019 • Refreshed CPCB training and guidance complete March 2019 1 Federa l Interagenc y Recovery Readiness Assessment, FEMA Recovery Support Function Leadership Group, Spring 2017. 5 HUD-18-0686-E-000007 CPCB RECOVERY SUPPORT FUNCTION -STRATEGIC READINESS PLAN RSF CAPABILI TY ENHANCEMENT PROJECT- FINAL REPORT- JANUARY 2018 Gap #2: Consistent CPCB Regional Partnership Building and Outreach Strategy #2 Formalize regional strategies for engageme nt and outreach to key CPCB partners Milestones and Timeline • • • Complete national partnership strategy Feb 2018 Complete model regional partnership plan template March 2018 Distribute regional partnership plan template to CPCB Regional Coordinators for action April20 18 • Existing regional points of contact are documented and uploaded to CPCB SharePoint April 2018 • Partnership reporting cycle begins June2018 Gap #3: Clarity on CPCB Partner Integration Opportunities Post-Disaster Strategy #3 Develop Joint Plans for Post-Disaste r Coordination with key CPCB RSF member agencies Strategy #4 Work across RSF member agencies and partners to develop facilitated recovery-focused scenario workshops. Strategy #3 • Complete field operational reviews across active disasters Sept 20 18 • Hold facilitated discussion with CPCB partners on lessons learned/best practices in coord ination and partnership during 2017 disasters Oct 20 18 • Complete and distribute brief/summary on partnership lessons learned/best practices Nov 2018 • Integrate lessons learned into regional partnership plans Feb 2019 Milestones and Timeline • Core working group established to develop framework for scenario discussion March 2018 • First facilitated scenario discussion conducted May 2018 • • Second facilitated scenario discussion conducted July 2018 Summary report of scenario discussion complete Sept 20 18 • Guidance packet for regional scenario discussions distributed by RSF agencies Nov 2018 6 HUD-18-0686-E-000008 CPCB RECOVERY SU PPORT FUNCTION -STRATEGIC READINESS PLAN RSF CAPABILI TY ENHANCEMENT PROJECT - FINAL REPORT - JANUARY 2018 II. LIST OF ABBREVIATIONS CCA Community Conditions Assessment CONOPS Concept of Operations CPCB RSF Community Planning and Capacity Building Recovery Support Function CPT Core Planning Team DIA Departments or Agencies DOTMLPF Doctrine , Organization , Training, Material, Leadership and Education, Personnel , and Facilities DOTMLPF-AFT Doctrine , Organization, Training, Materiel , Leadership and Education, Personnel , and Facilities - Authority , Financial, and Technology ECONRSF Economic Recovery Support Funct ion ESF Emergency Support Function ESFLG Emergency Support Function Leadership Group FC Fie ld Coordinator FDRC Federal Disaster Recovery Coordinator FDRO Federal Disaster Recovery Officer FIO P Federal Interagency Operational Plan HOU RSF Housing Recovery Support Function HSS RSF Health and Social Services Recovery Support Function IA FEMA Individual Assistance Program IAA Interagency Agreement IS RSF Infrastructure Systems Recovery Support Function JFO Joint Field Office MitFLG Mitigation Function Leader ship Group 7 HUD-18-0686-E-000009 CPCB RECOVERY SUPPORT FUNCTION -STRA TEGIC READINESS PLAN RSF CAPABILI TY ENHANCEMENT PROJECT - PHASE ONE WORKING PLAN - MARCH 2018 MOU Memoranda of Understandi ng MSA Mission Scoping Assessment NC National Coordinator NCRRSF National and Cultural Resources Recovery Support Function NDRF National Disaste r Recovery Framework NNS National Netw ork of Support NRF National Respo nse Framework OPDIV Operating Division PA FEMA Pub lic Assistance Program RRA Federal Recovery Readiness Assessment RSF Recovery Support Function RSFLG Recovery Support Function Leadership Group SME Subject Matter Expert SOP Standard Operating Procedure SRP Strategic Readiness Plan STTL State, Territorial , Tribal , and Local 8 HUD-18-0686-E-000010 CPCB RECOVERY SU PPORT FUNCTION -STRA TEGIC READINESS PLAN RSF CAPABILI TY ENHANCEMENT PROJECT - PHASE ONE WORKING PLAN - MARC H 2018 III. MISSION AND OBJECTIVES A. Core Mission/Purpose The mission of the CPCB RSF is to enab le loca l governments to effect ively and efficiently carry out community-based recove ry planning in the post-di saster environment. Recovery plann ing in the post-di saster environment build s short- and long-term commu nity resilience, empowers local leaders and stakeholder s, and improves recovery outcomes at the individual and community levels. B. Key Operational Obj ectives The six critical tasks identified in the NDRF for the CPC B RSF may also be cons idered as key operat iona l object ives. They are : Key Operational Objectives 1. Convene the core of an inclusive whole com munity plann ing team , identified pre-disaste r, which wi ll oversee the disaster recovery plann ing process and activi tie s to reduce recovery risk and increase resi lience. 2. Develop a unified approac h to making investments in resilient infrast ructure to enable communities to withstan d the effects of a disaster, respond effect ive ly, recover quickly, adapt to cha nging cond itions, and manage future disaster risk. 3. Comp lete an initial recovery p lannin g process that provides an overall strategy for recovery, includ ing operational and tactical leve l approaches. 4. Address all recov ery core capabilities and integrate soc ioeco nomic, demographic , accessibil ity, and risk assessment consi derations in recovery planning processes and strategies . 5. Identify achievable, tangible com munity based recovery actions and activities that support the community's identified recovery goals. 6. Coordinate plannin g effo rts across ju risdictiona l boundar ies. 9 HUD-18-0686-E-000011 CPCB RECOVERY SUPPORT FUNCTION -STRA TEGIC READINESS PLAN RSF CAPABILI TY ENHANCEMENT PROJECT - PHASE ONE WORKING PLAN - MARCH 2018 IV. KEY OPERATIONAL TASKS The following are the primary operational tasks for the CPCB RSF. They are organi zed around the three principal activities of each RSF: 1) needs assessment, 2) recovery options development, and 3) recovery planning and implementation support. This summarizes wha t the RSF needs to do when activated for a disaster. Three Key Post Disaster Activity Groups A. Needs Assessment 1. Develop Community Conditions Assessment (CCA) CPCB develops data tables that contain demographic and other pu blicly available informatio n to determine comm unity baseline cond itions in impacted areas . CPCB field staff convene partners to contribute insights, informatio n and raise issues or concerns which feed into the CCA. 2 CPCB develop s an Impact versus Capacity Matrix to visually depict each commun ity's impact level versus a local capac ity score to gauge potential focal points for planning, recovery management, capacity building, or resilience building . 2. Issues, Opportunities, and Needs Ne eds Assessment 1. Develop Community Cond itions Assessment (CCA) 2. Issues, Opportunitie s, and Needs 3. Commun ity Planning Technica l Assistance Assessment Report (CPTAAR) 4. Mission Scoping Assessment (MSA) 5. Assessment Staff/Expertise Recov ery Options Dev elopment 1. Promot e Collaborative and Creative Th inking to Identify Recovery Needs and Resolve Comp lex Recovery Issues 2. Identified Needs Recovery Planning and Implementation Support 1. Continued Engagement and Commun ication with other FEMA Program Areas . Based on the CCA, CPCB identifies CPCBrelated disaster issues (gaps, challenges, conflicts, policy issues), opportunities, or needs affecting individual communities, multiple communi ties, or disaster-wide across jur isdic tional boundaries. This enables CPCB partn ers to begin to identify, organize, and coordinate actions, policies, and programs. 3. Community Planning Technical Assistance Assessment Report (CPTAAR) In the event that the CCA identifies heavily impacted communities with a potentia l need for recovery planning technical assistance, FEMA CPCB undertakes a Community Planning Technica l Assistance Assessment Report (CPTAAR). The CPTAAR identifies communities where FEMA propo ses to supplement the resources of the state and other partners to provide recovery planning and targeted recovery capacity and planning techn ica l assistance. This may be in the form of providing Subject Matter Experts (SME) or other forms of Technical Assistance (TA) to assist the state. 4. Mission Scoping Assessment (MSA) 2 See CPCB CCA Brief for further details . HUD-18-0686-E-000012 CPCB RECOVERY SUPPORT FUNCTION -STRATEGIC READINESS PLAN RSF CAPABILI TY ENHANCEMENT PROJECT - PHASE ONE WORKING PLAN - MARCH 2018 CPCB assessments feed into a federal interagency Mission Scoping Assessment. The MSA identifies substan tial recovery issues, needs, gaps, and opportunities that may require coordinated interagency resources. The MSA informs the scope and scale of CPCB RSF support and sets the foundation for the Recovery Support Strategy. 5. Assessment Staff/Expertise FEMA has a dedicated cadre of staff trained in implementing the CPCB RSF mission. The combined efforts of deployed CPCB staff, augmented by FEMA HQ-based CPCB staff enable assessment and analysis to be completed within the timeframes established by the FDRC. Figure 1 shows the target miles tones associated with CPCB assessment and MSA development. Figure 1: CPCB General Operational Planning Timeline X=Target Milestone forAllOperatio ns. Only inextenuating circumstances sho uldthese milestones bemoved . 2 CCA shared withpartners (initiaO 3 CPC BRSF Kick Offmeeting (and follow onasneeded ) 4 CPCB federal andNGO part nersmeet ings/coord inatio n Issues , Opport unities,Chal lenges Assessment 6 CP TAAssessmen t Information completed 7 CPCB contributio ntoMSA It is beneficial to have a staff person who is profic ient in Excel to structure the assessment infom1ation collected in a manner that facilitates visualizat ion, comparison , and analysis. If a staff person with these skillsets is unavailable , CPCB staff may be able to utilize FEMA Corps members with these skillsets. FEMA has Geographic Information Systems (GIS) staff on-site at the JFO who can assist with mapping requests to organize assessment data. CPCB also has internal expertise on GIS that will enable HQ level support of field GIS needs and support analysis of recovery planning and management needs. B. Recovery Options Development 1. Promote Collaborative and Creative Thinking to Identify Recovery Needs and Resolve Complex Recove ry Issues The CPCB RSF promotes collaborative and creative thinking to identify recovery needs and resolve comp lex recovery issues. Informat ion from CPCB assessmen ts, RSF member agencies , and state, tribal and local partners are used to develop strategies and actions to address identi fied recovery planning and management needs and capacity gaps. The CPCB SOP provides details on the scope , availability, needed authorities, partners, and timeframes for the following types of CPCB support: 11 HUD-18-0686-E-000013 CPCB RECOVERY SUPPORT FUNCTION -STRATEGIC READINESS PLAN RSF CAPABILI TY ENHANCEMENT PROJECT - PHASE ONE WORKING PLAN - MARC H 2018 Type of Support Examp les/Forms of Assistance Recovery Management Advisory Support Peer-to-peer event, facilitated community leadership meeting, educat ional event, facilitation of partner involvement for support. Recovery Planning and Management Education Events Delive ry of flagship disaster-wide sympos ium; del ivery of multiple community trainings , workshops, seminars, symposiums ; presentat ion at other meetings and events to improve awareness; development of disaster -specific guidance , tools, informational resources for localities , and dissemination of such . Advisory Support for Planning Peer-to-peer event , facilitated community leadership meeting , educat ional event, faci litation of partner involvement for support. Community Planning Technica l Assistance (CPTA) Develop ment of a long-term commu nity recovery plan, or comprehensive recovery strategy. REFERENCE: CPCB RSF Standard Operating Procedure 2. Identified Needs Based on identified needs, the CPCB RSF outlines the selected recovery options in the Recovery Support Strategy (RSS) . The CPCB RSF contrib ution to the RSS includes strateg ies, partnerships, and support actions to address the recovery planning capacity needs of state, triba l, and local govern ments. The expertise ofFDRC Adviso rs (Mitigation, Sustainability, Philanthropy, Disability Integration, and Unified Federal Review) should also be leveraged to inform proposed approaches to recovery management support. C. Recovery Planning and Implementation Support 1. Continued Engagement and Communication with other FEMA Program Areas Implementation of recovery strategies is not dependent on comp letion of the RSS . Some CPCB support actions take place early in the IRC opera tion. Execution of recovery options entails continued engageme nt and communication with other FEMA program areas (i.e., Mitigation, Individual Assistance, Public Assista nce, and External Affai rs), RSFs, FDRC advisors, and state, h·ibal, local, and non-gove rnment al partners. As strategies and support actions are implemented, CPCB staff monitor and adjust approach and staffing as needed, to account for the increased participation and capabilities of partners. In the time leading up to transition, CPCB staff may be supplemen ted by additional resources including local hires, contractors, and federal agencies mission-assigned by FEMA. Ongoing communication between CPCB field staff, governmental and non-governmental CPCB partners and the National Coordinator should be ongoing to review the status of implementation and address any administrative or programmatic roadblocks. 12 HUD-18-0686-E-000014 CPCB RECOVERY SUPPORT FUNCTION -STRATEGIC READINESS PLAN RSF CAPABILITY ENHANCEMENT PROJECT - PHASE ONE WORKING PLAN - MARCH 2018 V. IDEAL PERSONNEL CAPACITIES A. Functional Organization As each disa ster has its own unique impacts and demand s, the Nationa l Coordinator and Field Coordinator will agree on an organizational management structure that best meet s those demand s. More experienced staff will be deployed in the early stages of the disaster to validate CPCB RSF activation and formu late CPCB contributions to the Miss ion Scoping Assessment. The CPCB RSF Standard Operating Procedure (SOP) contains one example of CPCB staffing structure in the field for a moderate- to large-scale event (Figure 2). For smaller activat ions , one person may serve in multiple roles and function s. CPCB Field Coo rdinator/Deputy/ Group Supe1visor I Task Fo1ce Lead Conumuuty Planning Technical Assistance Task Force Lead CPCB RSF Coordmation • I + CPCB Partners + Symposium Event Team Lead Team I -Team Lead and Staff 1 B Team 4 Team 3 Team 5 Figure 2: Recommended CPCB Staffing Structure* *Recommended CPCB Organizational S1ruC1ure- Mod erate/Larg e Event (level 2) with Community Planning Technical Assistance B. Ideal Personne l Capacities The CPCB RSF has a dedicated cadre of CPCB staff as well as full-time CPCB posit ions in each FEMA Region. This facilitates identification of CPCB RSF Field Coordinators post-disaster, as they are drawn from the CPCB Regional Staff who are prepared to provide leadership and strategic direction to CPCB staff in an accelerated and intensive post-disaster environment. The following sections outline the ideal CPCB RSF persom1el capacity for the following categories of staffing /SME resources: Organizational Components 1. RSF Field Coord inators - Prov ide leadership for CPCB staff in the field 2. CPCB Field Staff - From the National Disaster Recovery Support cadre 3. National Network of Support - Agency partners available to assist remotely on an as neede d basis , not requiring field deployment 13 HUD-18-0686-E-000015 CPCB RECOVERY SUPPORT FUNCTION -STRA TEGIC READINESS PLAN RSF CAPABILI TY ENHANCEMENT PROJECT - PHASE ONE WORKING PLAN - MARCH 2018 C. RSF Field Coordinators CPCB Field Coo rdinators provide leadership for CPCB staff in the field and organize efforts to achieve key CPCB operational object ives. The Field Coordinator drive s timely and efficient assess ments, prov ides strategic direction in developing collaborative approaches to support recovery , and ensures that ope rational requ irements are met in order to staff and implement CPCB RSF initiatives. The ideal capacity for the CPCB RSF Field Coordinator's role is based on the following assumptions: • Five conc urrent Presidentially declared disaster s • Two Field Coordinato rs avai lable to serve a minimum of 30 days per disaster activation • Larger field activations may require an additional person to serve as Deputy Field Coordinator • Some CPCB staff will be unavailable to deploy due to work or personal obligations For large scale events , the Field Coordinator will need an experienced person to serve as the depu ty. Therefore, at least 15 CPCB staff must be available who posses s the expertise to serve in the Field Coordinator or deputy Field Coordinator role in the field post-di saster. D. CPCB Field Staff CPCB staff deployed to the field come from the Nat ional Disaster Recovery Support cadre . Cadre membe rs with more exper ience are dep loyed early after the RSF is activated to conduct CPCB assessme nts. Depending on the type of recovery support needed , other federal agenc ies may also be part of the CPCB field team th.rough mission assignme nt or intergove rnmenta l agreeme nt. Field teams should include a diversity of skillsets to support the CPCB mission: • Communit y/Urban Planning o Experience providing direct support to or interaction with local government and planning at the local level o Knowledge of federal , state, and local government roles and relationships • Community Engagement • Data analysis and report development • Strong writing skills (clear, brief, organized) • Outreach and engagement skills 14 HUD-18-0686-E-000016 CPCB RECOVERY SUPPORT FUNCTION -STRA TEGIC READINESS PLAN RSF CAPABILI TY ENHANCEMENT PROJECT - PHASE ONE WORKING PLAN - MARCH 2018 Other expertise or specialization that may be necessary include: Sustainable /Resilient Rebuilding • Communit y and Economic Development • Architects and Landsca pe Archi tects • Risk assessment and mitigat ion • City/County Management/City Finance • Geographi c Information Systems For large scale events where there are identified recovery planning support needs on the local level, the CPCB RSF will need multiple staff with these key skillsets. The ideal capacity for the CPCB field staff is based on the following assumption s: • Five concurrent Presidentially declared disa sters • CPCB Staff should be available to dep loy a minimum of 60 days. • Minimum field staffing of three deployed team members per disaster activation • Larger field activations may require 15- 30 team member s • Some CPCB staff will be unavailable to deploy due to work or personal obligation s The full strength of the CPCB cadre would need to be emp loyed to address five concurrent disasters, in addition to leveraging expertise from other federal agencies , local hires, and contractors to ensure a minimum of 30 staff are available to deploy or support remotely as needed for each disas ter. Therefor e, there needs to be at least 150 staff avai lable to support the CPCB RSF mission post-disaster across five disaster events. E. National Network of Support The Nationa l Netwo rk of Support includes CPCB partners and subject matter experts from gove rnmenta l and non-gove rnmental agencies that may be called upon for their insight, experience, and knowledge in support of the CPCB mission. If the CPCB Field Coordinator is not from the region where the disaster took place , regional CPCB staff serve as a key element in the network of support for deployed CPCB staff. Regional CPCB staff have the context and knowledge of the impacted states/tribes in their region , and partne r connections that can be leveraged . Regional staff can introduce existing partners and inform CPC B assessments . The ideal capacity need of the Nationa l Network of Support is based on the following assumptio ns: • Five concurrent Presidentially declared disasters • Need for remote access to 1-2 subject matter experts per disaster activation • Larger field activations may require access to additional support staff member s 15 HUD-18-0686-E-000017 CPCB RECOVERY SUPPORT FUNCTION -STRA TEGIC READINESS PLAN RSF CAPABILI TY ENHANCEMENT PROJECT - PHASE ONE WORKING PLAN - MARCH 2018 VI. CAPABILITY AND CAPACITY GAPS A. Gap #1: Deep Bench of FEMA CPCB Cadre Members to Lead CPCB Functions in the Field Multiple, large-sca le disaster events in 2017 illuminated the need to have a deep bench , with well-tra ined staff prepared to lead and manage large-scale, complex disasters. This requires strong project management skills, strategic thinking , and creativ ity. There are full-time staff available in the Region s to serve as Fie ld Coo rdin ators, but the Coordinato rs need exper ienced staff prepar ed to manage different CPCB functions in the field. Experienced staff from FEMA CPCB headquarters can be deployed to fill in the gaps in some cases , but the ideal is to have cadre members that can consistently execute CPCB 's mission . There are baseline FEMA Qualification System (FQS) training s developed to qualify CPCB cadre members for their position title. The CPCB cadre needs more peop le that can cons istently lead and manage CPCB function s on the ground (partnersh ip outreach, assessment , technical assistance) . Th is may occur through targeted train ing and coaching of existing cadre membe rs who have field expe rience and are qual ified to serve in a lead role, or it may require recruitment of add itiona l cadre member s to address thi s capac ity need. B. Gap #2: Consistent CPCB Regional Partnership Building and Outreach There are ongoing efforts to build and maintain partnerships across CPCB Reg ions. However, there is not a unifo rm approach to documenting those partner ships, connecting and communicating with partner s on a regular basis or scanning the landscape for new agencies or organi zations that may be potential partners. The CPCB SharePoint or Max.gov platform can be used to co llect and organi ze partnership infonnation across regions and at the nationa l level that can be leveraged and built-upon pre- and post-disa ster. Collecting examples of CPCB partnership is beneficial in illustrating opportunities with other partner s. Engaging in ongo ing communication and education w ith partners facili tates the proce ss of assessing needs and ident ifying and executing potential CPCB recove ry support options post-di saster. C. Gap #3: Clarity on CPCB Partner Integration Opportunities Post-Disaster It is not always apparent how and when CPCB partne r agencies and organizations should engage to inform or suppo1t the CPCB mission. Part of the cha llenge is educating existing and potent ial partners about CPCB ' s scope and mission. The other key is following through with outreach to leverage those partners post-disaster. The National Coordinator ha s conducted outreach to federa l and non-federal partners and there has been a heightened leve l of engagement in the wake of multiple large-sca le disaster events in 2017. There is an opportunity to build on the knowledge and insight gained and the challenges encount ered in the midst of supporting these disaster events to con tinue CPCB regional outreach as well. 16 HUD-18-0686-E-000018 CPCB RECOVERY SUPPORT FUNCTION -STRA TEGIC READINESS PLAN RSF CAPABILI TY ENHANCEMENT PROJECT - PHASE ONE WORKING PLAN - MARCH 2018 VII. ENHANCEMENT STRATEGIES AND ACTIONS A. Capability and Capacity Enhancement Strategies This sect ion identifies the strateg ies necessary to address each of the priority capa bility and capacity gaps . W ithin eac h strategy is a brief articulation of the problem along with a descr iption as to what the solution looks like. Also accompany ing each strategy is a series of action steps nece ssary for exec ution together with a list of mile stones and correspo nding target time lines for comp letion. Implementing and completi ng eac h strategy will require the participation of a number of individuals, both inside and outside the lead coordinating agency. These initiatives will be driven by the RSF Nat ional Coordinator, who wi ll work with partne rs to secure their commitment to the respective timelines and achievements. B. Gap #1: Deep Bench of FEMA CPCB Cadre Members to Lead CPCB Functions in the Field 1. Strategy #1: Utilize lessons learned from recent disaster operations to inform approach to targeted training and guidance for CPCB Crew Leaders and Task Force Leaders . Actions: • Document feedback from CPCB Field Leadership and CPCB cadre staff who suppo rted 2017 disaster events to gather insights on staffing/s killset cha llenges and needed training /guid ance update s. • Work with NDRS cadre coordinato r and tra ining coordin ator on approach to targeted coac hing of exist ing cadre members qualified as CL/TFL. • Recruit a small working group to work on developing quick tum-around job aids and templates based on feedback from CPCB staff. • Prioritize needed CPCB training and guidance updates. • Develop a short survey to capt ure feedback from state, tribal, local leade rship to get input on CPCB recovery suppo 1t. • Deploy CPCB cadre members to support HQ in the development/review of CPCB training and guidance. 17 HUD-18-0686-E-000019 CPCB RECOVERY SUPPORT FUNCTION -STRATEGIC READINESS PLAN RSF CAPABILITY ENHANCEMENT PROJECT - PHASE ONE WORKING PLAN - MARCH 2018 Table 6: Gap #1, Strategy #1 Milestones and Timeline • Feedback from CPCB field leadership and CPCB cadre staff who supported 20 17 disaster events collected and compiled in summary report June 2018 • Develop approach to targeted training /coaching of cadre members qualified as CL/TFL August 2018 September 2018 • Core working group (that includes CPCB cadre members) complete review, course of action developed for updates to CPCB trainin g, guidance • Complete survey of state, tribal, territorial, local leadership to get feedback on CPCB recovery support September 2018 • Summary brief on state, tribal, territorial, local leadership feedback completed and distributed December 2019 Refreshed CPCB training and guidance complete March 2019 • C. Gap #2: Consistent CPCB Regional Partnership Building and Outreach 1. Strategy #2: Formalize regional strategies for engagement and outreach to key CPCB partners Actions : • Assemble team to comp lete national partnership strategy. • Distribute completed strategy to CPCB staff for visibility. • CPCB Regional Coordinators document existing regional points of contact and upload to CPCB SharePoint. • Based on national partnership strategy, team completes model regional partnership plan template. • Partnershi p plan template is distributed to CPCB Reg ional Coordinators for completion. • Deve lop quarterly report template to track regional outreach initiatives. Et bl" h d. • t • rf ! Table 7: Gap #2, Strategy #2 Milestones and Timeline • Complete national partnership strategy February 2018 • Complete model regional partnership plan template March 2018 • Distribute regional partner ship plan template to CPCB Regional Coor dina tors for action April 20 18 • Existing regional points of contact are docum ented and uploaded to CPCB SharePoint April 2018 • Partner ship reporting cycle begins June 2018 18 HUD-18-0686-E-000020 CPCB RECOVERY SUPPORT FUNCTION -STRATEGIC READINESS PLAN RSF CAPABILI TY ENHANCEMENT PROJECT - PHASE ONE WORKING PLAN - MARCH 2018 D. Gap #3: Clarity on CPCB Partner Integration Opportunities Post-Disaster 1. Strategy #3: Develop joint plans for post-disaster coordination with key CPCB RSF member agencies Actions : • Schedule time for field operation reviews of 2017 disaster events that CPCB supported. • Estab lish questions /topics for rev iews so framework is consistent. Use field operat ion reviews to identify coord ination opportunities that were leveraged successfully, challenges assoc iated with coordination, and pa1tnership gaps. • Hold facilitated discussion with CPCB partners on lessons learned /best practices in coordination and partnership during 20 17 disasters. • Capture /consolidate outcomes of discussion with CPCB partners; integrate examples into trainings, newsletters, etc. • Based on outcomes of lessons learned discussion and scenario worksho ps, set meetings with key CPCB partners to develop a brief document that outlines joint plans of action with each Agency. Ensure input of staff that have served in field operations. • Regional CPCB staff integrate outcomes of joint plans of action as appropriate. Table 8: Gap #3, Strategy #3 Milestones and Timeline 1. Complete field operational reviews across active disasters September 2018 2. Hold facilitated discussion with CPCB partners on lessons learned/best practices in coordination and partnership during 2017 disasters October 2018 3. Complete and distribute brief/summary on partnershi p lessons learned/best practices November 2018 4. Integrate lessons learned into regional partnership plans February 2019 2. Strategy #4: Work across RSFs to develop a series of facilitated recovery -focused scenario workshops Actions • Introdu ce concept of scenario- based discussion at RSFLG meeting; solicit participants with a target work ing group size of 10-12 people . • Working group sets bi-weekly meetings to develop framework and flesh out outcomes and key topics that need to be addressed in scenario discussion. • Work ing group circulates proposed scenario and out line of topics as well as proposed date for first discussion to RSFLG. 19 HUD-18-0686-E-000021 CPCB RECOVERY SUPPORT FUNCTION -STRATEGIC READINESS PLAN RSF CAPABILI TY ENHANCEMENT PROJECT - PHASE ONE WORKING PLAN - MARC H 2018 • Scenario-based discussion outline finalized based on RSFLG comment/feedback. • Meeting invites and agenda distributed. • Identify facilita tor for scenario-based discussions. • Hold scenario -based discussions; refine framework and approach as needed. • National Coordinator sets follow-up meeting with FEMA HQ Program Areas (Mitigation , PA, IA, etc.) to discuss / targeted coordination challenges and opportunities for resolution. • Develop summary report with highlights of scena rio-based discussion and circulate to RSFLG . • Develop guidance packet for regional scenario discussions that contains agenda , scenario , injec ts and objectives of discussions , to be distributed by RSF agencies. Figure 9: Gap #3, Strategy #4 Milestones and Timeline I. Core working group established to deve lop framework for scenar io discuss ion 2. First facilitated scenario workshop conducted 3. Second facilitated scenario workshop conducted 4. Summary report of scenario workshops complete 5. Guidance packet for regional scenario discussion s distributed by RSF agencies March 2018 May 2018 July 2018 Augu st 2018 No vember 2018 20 HUD-18-0686-E-000022 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT WASHINGTON, DC 20410-3000 OFFICE OF ADMINISTRATION January 29, 2020 Mr. Austin R. Evers Executive Director American Oversight 1030 15th Street, NW Suite B255 Washington, DC 20005 RE: FOIA Control No.: Civil Action No.: 19-FI-HQ-00104 19-cv-00912 Dear Mr. Evers: This letter is the third interim response to your Freedom of Information Act (FOIA) request dated and received on October 17, 2018, in which you requested all calendars or calendar entries for several Department of Housing and Urban Development political appointees. At this time, we have completed the responsiveness review and processing of an additional 503 pages. I have determined that 380 pages are appropriate for release without excision. I have also determined that 123 pages are appropriate for release with excisions made pursuant to Exemption 5 of the FOIA, 5 U.S.C. ? 552(b)(5), which pertains to certain inter- and intra-agency communications protected by the deliberative process privilege and the attorneyclient privilege, and Exemption 6 of the FOIA, 5 U.S.C. ? 552 (b)(6), which pertains to information the release of which would constitute a clearly unwarranted invasion of the personal privacy of third parties. Additionally, the Department located 22 pages of records containing information of primary interest to the Federal Emergency Management Agency (FEMA), and four pages of records containing information of primary interest to the Small Business Association (SBA); these records have been referred to FEMA and SBA, respectively, for additional processing and direct response to you. If you have questions regarding this response please contact Sean M. Tepe, Assistant United States Attorney, at (202) 252-2533. Sincerely, Ethan Bodell for Deborah Snowden Deputy Chief FOIA Officer FOIA Branch Office of the Executive Secretariat Enclosures www.hud.gov VERSIGHT espanol.hud.gov December 4, 2017 Monda 9:30 AM - 10:00 AM MEETw/ The Drews -- SOHUD's Office 10:00 AM - 10:15 AM MEET with Sheila -- SOHUD's office 10:30 AM - 10:45 AM MEET w/ Deana -- SOHUD's Office 12:00 PM - 1:00 PM LUNCH 2:30 PM - 3:00 PM Mandatory Meeting For All Politicals -- Departmental Conference Room Conference Line: 877-848-7030 Code: 1-(b_)(G_ ) --~ AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000001 December 5, 2017 Tuesda 9:30 AM - 10:00 AM MEET with Larry Ross -- SOHUD's office Topics: How Secretary Carson and HUD leadership are doing in facilitating his vision for "Making the American Inner-cities Great Again," including encouraging, equipping and empowering individuals to take responsibility and seize opportunity, which was a major element of messaging in the campaign. o An update on the individual city initiative , including the soft launch in Detroit in December , of which I am aware through my work with Mike Lindell and General Bob Dees as a board member and seNice provider with The Lindell Foundation. o Potential complimentary or collaborative synergy for myself and Lindell Foundation colleagues with HUD in Detroit and other cities where we will be launching a game-changing giving platform, "Encircle," to help the poorest of the poor. o An update on HUD Center for Faith-based and Neighborhood Partnersh ips, vis-a-vis my tangential role with the Administration's Faith Advisory Council, and how, as a "friend of the court," I can be a messaging champion in the faith community. o Discussion about how my wife Autumn and I can pray for and with Secretary Carson and his wife Candy during these challenging days, as we did together on the campaign trail. Location: SOHUD's office Origin of Request: Andrew Hughes Staff: Andrew Hughes AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000002 December 5, 2017 Continued Tuesda 10:15 AM - 10:25 AM PHOTO with Samuel Shaw -- SOHUD's office Intern in FPM 11:00 AM - 11 :30 AM BRIEFon Government 4:10 PM - 4:30 PM MEETwith Andrew and Drew -- SOHUD's office AMLf IC/\r-... pVERSIGHT Shutdown -- SOHUD's Office HUD-18-0686-F-000003 December 6, 2017 Wednesda 9:30 AM - 10:00 AM MEET with Hunter, Dana, Sheila and Seth -- SOHUD's office Topics: RAD and the tax bill AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000004 December 8, 2017 Frida 12:45 PM - 1:00 PM CALLon SOTU -- SOHUD's Conference Room Ratti and SOHUD will dial in from the car. Hunter will conference in. 6 6 (b-)(_l _ __. Dial-in Number : 877-848-7030. Code: ._fb_ l( _l _~I Host:._l 2:35 PM - 6:45 PM FLY from PIT to BWI to PBI -- Pittsburgh (PITI 02:35PM local time Record Locator: CQQPOL Airline: Southwest Southwest Flight 121 Depart: PIT - Pittsburgh on Fri 8 Dec 2017 at 02:35PM Arrive: BWI - Baltimore on Fri 8 Dec 2017 at 03:35PM Booking Code: M Meals Offered: Beverage Service Traveler Information: BENJAMIN S CARSONSR - Coach - Check in at https://www.aa.com within 24 hours of departure. Southwest Flight 121 Depart: BWI - Baltimore on Fri 8 Dec 2017 at 04:15PM Arrive: PBI - West Palm Beach on Fri 8 Dec 2017 at 06:45PM Booking Code: M Meals Offered: Beverage Service T raveler Information: BENJAMIN S CARSONSR - Coach - Check in at https://www.aa.com within 24 hours of departure. AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000005 December 10, 2017 Sunda 7:55 AM - 10:15 AM FLV from PBI to BWI -- Depart from West Palm Beach Southwest Itinerary Details (Confirmation PCOOE7) Sunday , December10 ,20 17 Depart West Palm Beach (PBI) on Flight 3496 at 7:55 AMArrive in Baltimore/Washington (BWI) at 10:15 AM AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000006 December 12, 2017 Tuesda 7:30 PM - 10:00 PM ATTEND 'A Christmas Carol' -- Ford's Theatre; 511 Tenth St. NW POC : Alicia Brooks; AMLf IC/\r-... pVERSIGHT l(b)(G) I(cell) HUD-18-0686-F-000007 December 13, 2017 Wednesda 10:30 AM - 11 :00 AM MEET with Mike Nason -- SOHUD's office Topics: Catching up and Envision Centers 11:45 AM - 12:15 PM MEET with Dr. George Hill -- SOHUD's office Topic: discuss Levi Watkins, Jr. MD , a colleague of SOHUD's at Johns Hopkins who passed away in April. Dr. Hill is writing a book about Dr. Watkins, who was the first African American to receive his medical degree from Vanderbilt in 1970. Location: SOHUD's office External Attendees : Dr. George Hill Origin of Request: Dr. Hill reached out to Raffi and the Secretary wanted to take this meeting 3:30 PM - 4:30 PM HOLD for Political Holiday Party -- Departmental Conference Room 7:00 PM - 9:00 PM ATTEND Christmas Reception -- Residence of the Ambassador of Colombia ;l(b)(6) Washington DC~b)(6) AMLf IC/\r-... pVERSIGHT I .__ ____ _. o Parking: Parking in the area is limited. In front of the Residence you may find public parking or you can park at the Embas sy Row Hotel's parking lot behind the Residence. o Recommended Attire: Cocktail. HUD-18-0686-F-000008 December 16, 2017 Saturda 2:00 PM - 12:00 AM AMLf IC/\r-... pVERSIGHT HOLD for CAMP DAVID HUD-18-0686-F-000009 December 17, 2017 Sunda 12:00 AM - 12:00 PM HOLD for CAMP DAVID Please See Above AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000010 December 18, 2017 Continued Monda 3:15 PM - 3:30 PM MEET with Hunter Kurtz -- SOHUD 's offiice Priorities in PIH 4:00 PM - 4:30 PM Information Technology Moratorium Conference Room 6:00 PM - 8:00 PM PERSONAL --L..~ b-'-)('-6') -~--------------' Across the HUD Development Program Areas -- Secretary ' s Event time : 6:00PM AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000011 December 19, 2017 Tuesda All Day Puerto Rico 7:45 AM - 12:00 PM FLY from AAFB to San Juan 6:10 PM - 8:45 PM FLY from San Juan to AAFB AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000012 December 21, 2017 Thursda 12:00 AM - 12:00 AM SOHUD in FL 1:00 PM - 1:05 PM CALL wi th Paul Compton Topic: Congratulatory call :~f Dial-in b_l(6_l ___ AMLf IC/\r-... pVERSIGHT ~ HUD-18-0686-F-000013 December 22, 2017 Frida All Day SOHUD in FL Please See Above AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000014 December 23, 2017 Saturda All Day SOHUD in FL Please See Above AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000015 December 24, 2017 Sunda 12:00 AM - 12:00 AM SOHUD in FL Please See Above 9:20 AM - 11 :50 AM FLV from FLLto BWI -- Depar t from Fort Lauderdale Southwest Itinerary Details (Confirmatio n TF87ZT ) Sunday, December24,2017 Depart Ft. Lauderdale (FLL) on Flight 4759 at 9:20 AM Arrive in Baltimore/Washington (BWI) at 11 :50 AM AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000016 January 2, 2018 Tuesda 1:00 PM - 1:15 PM AMLf IC/\r-... pVERSIGHT PHOTO with Andrew 's In-Laws & Neal Rackleff's Family -- SOHUD's office HUD-18-0686-F-000017 January 3, 2018 We dne sda All Day AMLf IC/\r-... pVERSIGHT SOHUD OUT OF OFFICE HUD-18-0686-F-000018 January 4, 2018 Thursda All Day AMLf IC/\r-... pVERSIGHT SOHUD OUT OF OFFICE HUD-18-0686-F-000019 January 5, 2018 Frida 9:00 AM - 9:15 AM BRIEFon Swearing In Ceremony -- SOHUD's office 9:15 AM - 9:30 AM MEET with Paul Compton -- SOHUD's office 9:30 AM - 9:40 AM MEETwith Andrew and Seth -- SOHUD's office Topic : Discuss Kelly memo 10:00 AM - 10:10 AM MEETto discuss the Point in Time Count -- SOHUD's office 11:00AM-11:15AM MEET and PHOTO with Forrest Family -- SOHUD's office (daughter) (b)(6) (father) 12:30 PM - 1:00 PM MEET w/ Sheila -- SOHUD's Office 1:00 PM - 2:00 PM Swearing In Ceremony for Newly Confirmed Appointees -- Departmental Conference Room Appointees being sworn in: Suzanne Tufts , Irv Dennis , Len Wolfson and Paul Compton. 2:00 PM - 2:30 PM BRIEFon Chicago -- Secretary 's Conference Room Dial in: Conference Line: 877-848-7030 Code: AMLf IC/\r-... pVERSIGHT f~b)_(s_) -~ HUD-18-0686-F-000020 January 8, 2018 Monda All Day Deana Bass Williams in Chicago 7:50 AM - 9:05 AM FLY from DCA to ORD FLY from DCA to ORD on United FLT# 531. Arrive@ ORD at 9:05 AM. Confirmation: A74T4Q 4:10 PM - 7:03 PM FLY from ORD to DCA FLY from ORD to DCA on United FLT# 1575. Arrive@ DCA at 7:03 PM. Confirmation: A74T4Q AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000021 January 9, 2018 Tuesda 9:00 AM - 9:15 AM PHOTO w/ Beth Zorc 's Family -- SOHUD 's Office 9:30 AM - 10:00 AM MEET with Andrew and David Eagles -- SOHUD's Office 10:30 AM - 10:45 AM Weekly Meeting with Irv Dennis -- SOHUD's office 11:30AM - 12:00 PM RECORDVIDEO -- Basement Studio Topic: CFC Closing Video 12:00 PM - 1:00 PM LUNCH 1:00 PM - 1:15 PM Weekly Meeting with Len Wolfson -- SOHUD's office 3:30 PM - 3:45 PM MEET with Jacie and Ben to Discu ss Scheduling Items -- SOHUD's office AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000022 January 11, 2018 Thursda 9:00 AM - 10:00 AM SPEAKat the Washington Center for Internships and Academic Seminars 'Inside Washington 2018 ' -1005 3rd St. NE, Washington DC 20002 10:35 AM - 10:45 AM SPEAKat CFC Event -- Brooke- Mondale 10:45 AM - 11 :00 AM BRIEF on Continuum of Care Grant Announcement -- SOHUD's office 11:00 AM - 11 :30 AM MEET with Andrew Siff of Siff & Associates -- SOHUD 's office Topic: brief SOHUD on issues relating to Davis Bacon and Section 3 Location: SOHUD's office Staff: Seth Appleton Origin of Meeting: This was brought up in lunch with Secretary Chao and the Secretary expressed interest in setting up this meeting External Attendees: Andrew Sift 12:00 PM - 1:00 PM LUNCH with Ambassador Sidney Collie -- The Monocle 2:00 PM - 2:20 PM MEET with Dr. Willie Jolley -- SOHUD's office Topic: "I want to find out what his biggest challenges are, and offer some insights to help him overcome them. My goal is to help my friend to succeed and for the team at HUD to have massive success! So, I look to meet and share ideas! Here is the clip from my work with Ford ! Dr. Willie Jolley's Ford Motors Success Story" : http:// bit.ly/1tyJOVh " Location: SOHUD's office AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000023 January 11, 2018 Continued Thursda Origin of Request: Dr. Jolley submitted the request form. SOHUD approved this meeting Internal Staff: Deana Bass Williams External Staff: Dr. Willie Jolley ; Willie Jolley Worldwide POC: Cheryl Ragin, VP of Marketing and New Media. P: (202) 723-8863 I E: cheryl@williejolley.com I NOTES : Th is meeting was originally scheduled in November but was cancelled due to the passing of SOHUD 's mother . This is the rescheduled meeting. 2:30 PM - 3:00 PM Continuum of Care Grant Announcement -- Secretary 's Conference Room 3:00 PM - 3:30 PM BRIEF on CFC -- SOHUD"s office 4:00 PM - 4:30 PM MEET with Johnson Joy -- SOHUD 's office Topic: discuss status of action items Location: SOHUD 's off ice AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000024 January 11, 2018 Continued Thursda 6:30 PM - 8:30 PM DINNER with Secretary and Dick DeVos -- ~b)(6) Hi Everyone! ~---~ Secretary DeVos and Dick DeVos very much look forward to having dinner on Thursday, January 11th . The address for their~esidence isl(b)(G) l(b)(6 ) larea). Once they arrive in the Lobby of the building - there will be someone to escort to the Condo. The group will start with cocktails at 6:30pm and dinner will be served sometime circa 7:00pm. Secretary DeVos said to make sure your bosses know it won 't be a late evening! If your Security details need to reach out to anyone - please have them reach out to US Marshal, Chief Inspector - Dan Vizzi who head up Secretary DeVos' detail. His email is Daniel.Vizzi@usdoj.gov . Attendee list is below and I believe we have everyone 's dietary restrictions but if not - please let us know! Final Attendee List: Secretary Acosta Jan Acosta Secretary Carson Candy Carson Secretary DeVos Dick DeVos Acting Secretary Hargan Emily Hargan Administrator McMahon I.Happy to answer My desk is 202-453-6204 and my cell is l(b)(G) any questions or concerns you all may have! Jessica, Carrie and Sarah can answer any question as well and are cced. Thanks so much! Have a great weekend! Dougie Dougie Simmons Deputy Chief of Staff for Operations Office of US Education Secretary Betsy DeVos Desk: 202-453-6204 Email: LeeD.Simmons@ed.gov AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000025 I January 14, 2018 Sunda 5:50 PM - 7:59 PM FLY from IAD to ATL FLY from IAD to ATL on DEL TA FLT # 1093. Arrive at ATL @ 7:59 PM. Confirmation: HCV2BP AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000026 January 15, 2018 Monda All Day HOLD for ATLANTA All Day MLKDAY 3:05 PM - 4:48 PM FLY from ATL to IAD FLY from ATL to DCA on DEL TA FLT #1093. Arrive @ IAD at 4:48 PM. Confirmation: HCV2BP AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000027 January 16, 2018 Continued Tuesda As part of the Chamber's Eurasia program , we invite you to a Reception for President Nursultan Nazarbayev of the Republic of Kazakhstan and his key ministers. Please use the RSVP link above to register for the reception , which will start at 5:30p.m. For additional information and sponsorship opportunities contact Kathryn Holzman atKHolzman@USChamber.com . Best Regards , Gary V. Litman AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000028 January 17, 2018 Wednesda 9:30 AM - 10:30 AM Full Staff Meeting for Political Appointees - - Departmental Conference Room Dial-in : 877-848- 7030 6 Code: ~l(b-)(_l __ 10:45 AM - 11 :00 AM ~ CALL with San Diego Housing Authority Executive Director, Richard Gentry -- SOHUD's office Topic: Rent reform/work requirements Dial in: 619.578.7531 11:00 AM - 11 :30 AM HUD MLK DAV Event; " MLK 50 Forward -- Together We Win with Love for Humanity " -- Brooke Mondale 12:30 PM - 1:00 PM MEET with Librarian of Congress Dr. Hayden -- Reception Room; James Madison Building, 101 Independence Ave . SE 1:00 PM - 2:00 PM Library of Congress CFC Closing Ceremony -- James Madison Memorial Building; 101 Independence Ave. SE, Montp elier Room, 6th Floor 2:30 PM - 2:45 PM PRE BRIEF on MEETINGS with Fannie Mae and Freddie Mac -- SOHUD's office AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000029 January 18, 2018 Thursda 11:45 AM -12: 00 PM 12:00 PM - 1:00 PM MEET with Deana -- SOHUD's office LUNCH with Congressman Ted Budd and Andrew Bell -- Secretary's Conference Room Attendees: SOHUD Congressman Ted Budd Deana Bass Williams Andrew Bell Drew McCall Len Wolfson *No food allergies or restrictions. CIR folks tagged for awareness /bio for the briefing book. 2:00 PM - 2:15 PM CALLwith Charlotte Housing Authority Executive Director, A. Fulton Meachem -- SOHUD's office Topic: Rent reform/work requirements 5 Dial in: 1866-415-4341 code: ~l(b_)( _l ---~ 2:30 PM - 3:30 PM MEET with Fannie Mae -- Secretary's Conference Room Topic : introductory /enable discussion about Puerto Rico between HUD and the GSEs Location: Secretary's Conference room Staff: Deputy Secretary Pam Patenaude , Adolfo Marzol , Gisele Roget and Dana Wade AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000030 January 18, 2018 Continued Thursda External Attendees: Kathy Kraninger (0MB) From FHFA: Director Mel Watt Bob Ryan Sandra Thompson From Fannie Mae: Timothy Mayopoulos 3:30 PM - 4:30 PM MEET with Freddie Mac - - Secretary's Conference Room Topic : introductory /enable discussion about Puerto Rico between HUD and the GSEs Location: Secretary's Conference room Staff: Deputy Secretary Pam Patenaude , Adolfo Marzol , Gisele Roget and Dana Wade External Attendees: Kathy Kraninger (0MB) From FHFA: Director Mel Watt Bob Ryan AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000031 January 18, 2018 Continued Thursda Sandra Thompson From Freddie Mac : Don Layton AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000032 January 19, 2018 Frida 8:30 AM - 9:00 AM MEET with Focus on the Family Leadership -- SOHUD 's office Topic: Introductory meeting ; Dr. Carson has an excellent relationship with Focus on the Family of many years , though the President of Focus on the Family and Dr. Carson have not met since his instillation at HUD. Location: SOHUD's office External Attendees: President of Focus on the Family Jim Daly ; VP of External Affairs Tim Goeglein, Chief of Staff Joel Vaughan Internal Staff: Ratti, Richard Youngblood , Deana Origin of Request: John Gibbs submitted the request form, meeting was approved by Deana 9:00 AM - 9:30 AM KTAR Phoenix Radio Interview - - SOHUD 's office TOPICS: EnVision Centers , victories in year 1 in HUD and what he's hoping to get done this year. Call in#: 603-263-8011 The interview will be 4-5 minutes with Jim Sharpe and Jayme West. 10:30 AM - 10:4S AM PHOTO with Beth Byrd and Interns Sadie and David -- SOHUD's office 11:00AM - 11:15AM CALL with Adrianne Todman -- SOHUD's office Topic: Rent Reform Dial-in: 202.669.1195 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000033 January 19, 2018 Continued Frida 11:15 AM -11:30 AM HOLD for CALL wit h Diane Yentel -- SOHUD's office Topic: Rent reform Dial-in: TBD 11:30 AM - 11 :45 AM DEBRIEF on CALLS -- SOHUd's office 11:45 AM -12:00 PM MEET with Beth Zorc -- SOHUD' s office 12:00 PM - 12:30 PM LUNCH 12:30 PM - 12:45 PM RECORDVIDEO -- Basement Studio 1:00 PM - 1:30 PM Ben Terris Washington Post Interview -- SOHUD's office 4:05 PM - 6:40 PM FLY from BWI to PBI FLY from BWI to PBI on Southwest FLT #777 . Arrive@ PBI at 6:40 PM. Confirmation: RBX8K8 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000034 January 22, 2018 Monda 7:20 AM - 9:45 AM FLV from FLL to DCA FLY from FLL to DCA on JetBlue FLT# 1680. Arrive@ DCA at 9:45 AM. Confirmation : WZPDPI 11:0 0 AM - 11 :15 AM MEETwith Pam Patenaude -- SOHUD's Office 12:00 PM - 1:00 PM LUNCH 1:00 PM - 1:30 PM BRIEFon MEETING with General Kelly -- SOHUD's office 2:00 PM - 2:30 PM MEET with Andrew, Deana, Drew and David Eagles -- SOHUD's office 2:30 PM - 3:00 PM MEET with Ben Demarzo -- SOHUD's office Topic : Discuss upcoming travel AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000035 January 23, 2018 Continued Tuesda 1:30 PM - 1:45 PM MEET with Scott Keller -- SOHUD 's office 5:00 PM - 6:55 PM FLY from DCA to MSP FLY from DCA to MSP on Delta FLT# 1578. Arrive at MSP at 6:55 PM. Confirmation: G9M7U4 7:45 PM - 8:50 PM FLY from MSP to CWA FLY from MSP to CWA on Delta FLT# 3318. Arrive@ CWA at 8:50 PM. Confirmation: G9M7U4 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000036 January 24, 2018 Wednesda All Day HOLD for Wisconsin 1:10 PM - 2:29 PM FLY from CWA to ORD FLY from CWA to ORD on American Airlines FLT # 3723. Arrive @ ORD at 2:29 PM. Confirmation: PORUAF 3:20 PM - 5:33 PM FLV from ORD to LEX FLY from ORD to LEX on American Airlines FLT# 3406. Arrive @ LEX at 5:33 PM. Confirmation: PORUAF AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000037 January 25, 2018 Thursda All Day HOLD for KENTUCKY 5:00 PM - 6:44 PM FLY from SDF to DC.A FLY from SDF to DCA on American Airlines FLT# 5648. Arrive at DCA @ 6:44 PM. Confirmation: PORUAF AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000038 January 26, 2018 Frida 9:30 AM - 10:00 AM BREIFon MEETINGS with Mayors Price and Williams -- SOHUD's office 10:30 AM - 11 :00 AM INTERVIEW with PAS Candidate Rae Oliver -- SOHUD 's office 11:00AM - 11:10AM PHOTO/ Meet and Greet with HUD Federal Credit Union Interns -- SOHUD's office 11 people total 11:15 AM - 11:30 AM MEET with Andrew, Deana, David Eagles -- SOHUD's office 11:30AM -12:00 PM MEET with Mayor Betsy Price (Fort Worth, TX) and Mayor Jeff Williams (Arlington, TX) -- Secretary' s Conference Room Topic : Mayor Williams would like to follow up with SOHUD on their meeting in Arlington, TX last year. Also discuss how the City can partner with HUD on revitalization efforts in East Arlington , expansion of the Family Self-Sufficiency Program , and increased flexibility for the Arlington Housing Authority. Mayor Price would like to discuss Envision Centers. Location: Secretary's Conference Room Staff: Andrew Hughes, Steph Fila, Len Wolfson, Stephanie Holderf ield External Attendees: Mayors Price and Williams, Ralph Garboushian of Capital Edge 1:00 PM - 1:30 PM Weekly Media Update -- SOHUD"s Office 1:30 PM - 2:00 PM AFFH Meeting -- Secretary's Conference Room 2:00 PM - 2:15 PM MEET with Paul Compton -- SOHUD's office Present his newly signed commission and photo opp. AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000039 January 26, 2018 Continued Frida 2:35 PM - 2:45 PM UPDATE on Cairo -- SOHUD's office Conference Line: 877-848-7030 Code: l,.._ (b-)(G_ ) __ AMLf IC/\r-... pVERSIGHT _. HUD-18-0686-F-000040 January 27, 2018 Saturda 6:00 PM - 9:00 PM Cocktails 6-7 PM. Black tie. Event Information Event: The Alfalfa Club - 105th Annual Dinner Location: Capital Hilton, 1001 16th Street, NW , Washington, DC (corner of K Street, NW) Day/Date: Saturday , January 27, 2018 Event Time: Cocktails 6-6:45pm (Federal Rm.) Head Table Reception 6:45-7:15pm (Continental Rm.) Dinner 7:15-10:45pm (Ballroom) Attire: Black tie , medals if desired Staff Contact: Greg Platts, Alfalfa Dinner Committee Chairman Cell l(b)(G) gplatts@ngs.org Titou Phommachanh, Director of Catering, Capital Hilton ~ Cell -- ~b)(G) titou.phommachanh hilton.com Contacts will have access to email and cells prior to and during event , if signal is present. Security Contact: Ms. April Mooney Director of Security, Capital Hilton 202-393-1000, 202-639-5780 april.mooney@hilton .com Not assigned yet: White House Advance, Secret Service contacts . Expected by 1/20. No. of People Attending: Max. 680 Audience Make Up: Governors , senators , mayors , cabinet secretaries , corporate CEOs , diplomats . In-progress list is available. Press: Off-the -record. The Club records event for its own archival, non-public use. A Club photographer takes photos for the Club's circulation to members only. Event set-up: General layout available . Head Table seating chart will be available Jan . 25. Whole room seating chart will be available Jan. 26. Drafts may be available earlier. Contact dinner chair. Meal Information: Menu available. No arrangements for staff. Page 2 Rev. 01-02-18 Organization Name / Address: The Alfalfa Club, Inc. P.O. Box 65785 Wash. , DC 20035 Street Address : c/o National Geographic Society 1145 17th Street , NW , Wash ., DC 20036 Attn. Greg Platts , Rm. 958-17th St. 202-807-3500 , -3406 , -3408 I AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000041 January 27, 2018 Continued Saturda Elected Officials: Call to discuss: Invited are POTUS, First Lady , VPOTUS, all cabinet secretaries, all members of the Joint Chiefs of Staff, White House senior staff, Congressional leadership , numerous governors and foreign ambassadors, etc. Additional Information available - please inquire. Draft Schedule List of Attendees - draft updated daily Floor Plan of Hilton event space Information for Head Table Guests Dinner Invitation as digitized PDF Invitation to Reception by Alfalfa Club Invitation to Reception by Politico Invitation to Reception by Chevy Chase Trust Company Club brief history Draft program booklet with menu, membership, officers, etc. Dinner program - seating diagram: available 1-2 days prior 9:00 PM - 10:00 PM AMLf IC/\r-... pVERSIGHT ATTEND Reception-- Post Alfafa Club Dinner -- Cafe Milano; 3251 Prospect St. NW HUD-18-0686-F-000042 January 29, 2018 Monda 10:45 AM - 11 :00 AM BRIEF on POP-IN Meeting with MHARR -- SOHUD's office 11:45 AM - 12:00 PM Surprise Birthday Cake for~l(b_ )(_6)__ 1:00 PM - 1:30 PM BRIEF on Philanthropic Roundtable -- Secretary 's Conference Room 1:45 PM - 2:15 PM Webcast with Pinecrest Academy in Nevada - - Basement Studio ~1 -- Secretary 's Conference Room Pinecrest Academy of Nevada 2:20 PM - 2:30 PM POP-IN with Manufactured Housing Association for Regulatory Reform -- Secretary 's Conference Room Topic: a new manufactured housing program administrator and program contractors; compliance with the Trump Administration regulatory freeze and Executive Orders in relation to the manufactured housing program ; and related regulatory issues of concern to our members. Location: SOHUD 's conference room (Dana will kick off the meeting and SOHUD will pop in at the end for 1O minutes) Staff: Dana Wade External Attendees: James Shea , Jr. - MHARR Chairman , Michael Cappaert - MHARR Vice Chairman , John Bostick - MHARR ImmediatePast Chairman , Mark Weiss , President and CEO and Danny D. Ghorbani - MHARR Immediate-Past President and Senior Advisor. Origin of Request: Dana requested SOHUD pop in to this meeting AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000043 January 30, 2018 Tuesda 8:30 AM - 12:00 PM Philanthropic Roundtable -- Brooke Mondale-- Auditorium C Secretary Ben Carson 's PHILANTHROPIC ROUNDTABLE United States Department of Housing and Urban Development Headquarters - Auditorium C 451 ? th Street SW Washington , DC January 30, 2018 8:30am-12:00pm EST DRAFTAGENDA 08:30am - 09:00am Attendees Arrive 09:00am - 09:20am HUD Welcome and Introductions 09:20am - 10:00am Secretary Carson's Remarks Moderated Q&A with Secretary Carson 10:00am - 10:15am Break 10:15am - 11 :45am Discus sion with Phil anthropy Leaders : Sharing their success stories of building self-sufficiency and stabil ity in our communities AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000044 January 30, 2018 Continued Tuesda 1:30 PM - 5:00 PM 11 :45am - 12:00pm Conclusion and Next Steps 01 :00pm - 04:00pm Individual meetings with staff offices (optional) Philanthropic Roundtable -- Brooke-Mondale -- Auditorium C *The afternoon session is similar in format to the morning sessions , but is for non-profits, which include service providers, CDFI, think tanks, etc. Please see below for the tentative agenda. More information will follow. Secretary Ben Carson 's THOUGHT LEADERS ROUNDTABLE United States Department of Housing and Urban Development Headquarters - Auditorium C 451 ? th Street SW Washington, DC January 30, 2018 01 :30pm - 05:00pm EST DRAFTAGENDA AMLf IC/\r-... pVERSIGHT 01 :30pm - 02:00pm Attendees Arrive 02:00pm - 02:20pm HUD Welcome and Introducti ons HUD-18-0686-F-000045 January 30, 2018 Continued Tuesda 02:20pm - 03:00pm Secretary Carson 's Remarks Moderated Q&A with Secretary Carson 03:00pm - 03:15pm Break 03:15pm - 04:45pm Discussion with Thought Leaders: Sharing their success stories of building self-sufficiency and stability in our communities 04:45pm - 05:00pm Conclusion and Next Steps 5:00 PM - 5:15 PM Daily Debrief -- SOHUD's office 6:00 PM - 8:00 PM ATTEND State of The Union Dinner -- Office of the Majority Leader; H- 107, US Capitol 9:00 PM - 10:30 PM STATEOF THE UNION -- H,II of tho i of Rop,o~otatlv" State of the Union January 30th , 2018 AMLf IC/\r-... pVERSIGHT 6:00pm Cabinet begins to arrive at the Capitol via Memorial Door. Cabinet Affairs escorts members to House Majority Leade r Kevin McCarthy Dinner Reception, H-107 6:30pm Cabinet Affairs sets name placecards on Hall of the House Chairs for Cabinet seating 7:45pm Cabinet Affairs will escort Cabinet to hold in H-219 *FYSA press will be set up in Statuary Hall 8:40pm Cabinet Affairs greets COS General Kelly at House Carriage Door and bring to hold, H-219 8:50pm Cabinet Affairs assists in lining Cabinet in Processional Precedent order HUD-18-0686-F-000046 January 30, 2018 Continued Tuesda (Jim Kaelin will assist , Congressional Cabinet Liaison) 8:55pm The President's Cabinet enters the Hall of the House and is announced by Assistant Sergeant at Arms *Note you must proceed quickly to your seats. Name placecards on chairs. 9:01 pm The President enters the Hall of the House announced by the House Sergeant at Arms and is escorted to the dias 9:1 Opm The President begins the Joint Address At the conclusion of the address, the President is escorted out of the Hall of the House. The First Lady is escorted from the Executive Gallery as the remainder of the House Gallery holds until the President has left the Chamber. *POST SPEECH Cabinet Affairs pull COS General Kelly from Speakers Lobby and bring to hold, H-125 Potential Press Availability - Cabinet Affairs communications , Jessica Ditto and Brad Rateike will escort Cabinet Members to Statuary Hall for press avail. Cabinet Members with depart individually via the Memorial Door. AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000047 February 1, 2018 Thursda 11:00AM - 11:15AM MEET with Johnson Joy -- SOHUD 's Office 11:15 AM - 11:30 AM WALK THROUGH -- OIG Suite -- OIG Suite; TBD 1:45 PM - 2:00 PM CALL w/ Sonja Burmeister -- Allie will connect;l (b) (6) 2:30 PM - 3:00 PM MEET with Neal Rackleff -- SOHUD's Office 4:25 PM - 4:35 PM ATTEND Political Staff Meeting with Newt Gingrich -- Departmental Conference Room 4:35 PM - 5:00 PM MEET with Newt Gingrich -- SOHUD 's office 5:20 PM - 5:30 PM MEET with Andrew, Drew and Michael Burley -- SOHUD' s office AMLf IC/\r-... pVERSIGHT Former intern ._ ___ __. HUD-18-0686-F-000048 February 2, 2018 Frida 11:1 5 AM - 11:30 AM MEET w/ Ralph Gaines -- SOHUD 's Office 1:30 PM - 2:00 PM MEET with Andre w and Adolfo -- SOHUD 's office 2:00 PM - 2:30 PM Philly/Boston AMLf IC/\r-... pVERSIGHT Video Call -- SOHUD' s Conference Room HUD-18-0686-F-000049 February 3, 2018 Saturda 9:30 AM - 11 :30 AM AMLf IC/\r-... pVERSIGHT ~' (b)_(G_ ) --~f; Personal -- ,~(b_)(G_ ) --------~ HUD-18-0686-F-000050 February 5, 2018 Monda 10:30 AM - 10:45 AM MEET with Matt Hunter -- SOHUD ' s office 11:15 AM - 11:25 AM PHOTO with Mike Wetherington, 12:00 PM - 1:00 PM LUNCH 1:30 PM - 1:45 PM Bob Freudenthal, Stinson Rodgers -- SOHUD's Office MEET with Pam Patenaude -- SOHUD's office Topic: debrief of the Deputy Secretary 's trip to Puerto Rico 2:00 PM - 2:05 PM MEET with Drew McCall and Michael Burley -- SOHUD's office 2:30 PM - 3:00 PM BRIEFon Veros Meeting -- SOHUD's office 5:50 PM - 8:00 PM RECEPTION -- The Heritage Foundation, The Douglas and Sarah Allison Auditorium Massachusetts Ave. NE AMLf IC/\r-... pVERSIGHT and Foyer; 214 HUD-18-0686-F-000051 February 6, 2018 Tuesda 9:00 AM - 9:30 AM HOLD Personal -- l(b_ .... )_ (6_ ) _____________________ 9:45 AM - 10:30 AM HOLD -- TBD 1:00 PM - 1:15 PM HOLD PERSONAL --l~ (b_ )(_6)___ 1:15 PM - 1:30 PM ___. ~ MEET with Adolfo -- SOHUD's office Topic: Veras meeting cancellation 3:00 PM - 3:15 PM PRE BRIEF on Meeting with Rocky Bleier -- SOHUD's office 4:00 PM - 4:10 PM CALL with Judge Jeanine -- SOHUD ' s office; Allie will connect 4:30 PM - 4:45 PM CALL with John DeStefano - - SOHUD 's office Dial In: 202-881 -5200. AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000052 February 7, 2018 Wednesda 10:00 AM - 11 :00 AM MEET with Secretaries Nielsen and Perry -- OHS Room 5107, 3801 Nebraska Ave. NW Topic: Discuss long term disaster recovery Location: DHS HQ Staff: TBD Origin of Request: Secretary Nielsen requested this meeting 11:30AM - 12:00 PM MONTHLY MEETING with Ben Hobbs -- SOHUd's office Topic : monthly check - in 1:00 PM - 1:10 PM PHOTO with Interns Meghan Noble and Madeline Roesler -- SOHUD's office 2:00 PM - 2:30 PM MEET with Rocky Bleier - - SOHUD 's office Topic : VA VASH vouchers. Mr. Bleier has two projects , the New Castle 50 bed proposal for the homeless vets specif ically and the development of the Highland Drive VA compound that is in the hands of GSA. Location: SOHUD 's office External Attendees : Rocky Bleier and John Tobin of RBVetCo LLC Internal Staff: Seth Appleton, Milan Ozdinec Origin of Request: Matt from Rep. Kelly's office passed this request along to Seth , Andrew approved a meeting with SOHUD. 3:30 PM - 4:00 PM AMLf IC/\r-... pVERSIGHT MEET RE Work Requirements -- SOHUD 's office HUD-18-0686-F-000053 February 8, 2018 Thursda 7:00 AM - 9:30 AM HOLD for PRAYER BREAKFAST- - Washington Hilton, 1919 Connecticut Ave NW, Washington, DC 20009 11:00 AM - 11 :30 AM BRIEFon North Carolina -- Secretary's Conference Room Dial In: 877-848-7030 Code: ._l (b_ )(6_) _ ___. 11:30 AM - 11 :40 AM PHOTO with Maryanthony 11:45 AM - 12:45 PM LUNCH 1:00 PM - 2:00 PM SPEAKat 2018 Black History Month Opening Ceremony -- Brooke Mondale 6:30 PM - 8:00 PM )~ (G~ ) --------------------~ DINNER with Friends -- k~b~ AMLf IC/\r-... pVERSIGHT Trujillo - - SOHUD's Office HUD-18-0686-F-000054 February 9, 2018 Frida All Day NORTH CAROLINA 8:30 AM - 9:38 AM FLY from IAD to RDU FLY from IAD to RDU on United FLT# 6224. Arrive@ RDU at 9:38 AM. Confirmation : CSMGQZ 4:50 PM - 6:59 PM FLY from RDU to FLL -- Departing Raleigh, NC Confirmation Code : AJJLTU You're all set to jet. Here are the details of your JetBlue trip : 02/09/2018 Flight #2625 RDU-FLL 04:50 PM - 06:59 PM AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000055 February 10, 2018 Saturda 12:00 AM - 12:00 AM AMLf IC/\r-... pVERSIGHT HOLD for FL HUD-18-0686-F-000056 February 11, 2018 Sunda 12:00 AM - 12:00 AM HOLD for FL Please See Above AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000057 February 12, 2018 Monda 7:20 AM - 9:50 AM FLV from FLLto BWI FLY from FLL to BWI on Southwest FLT# 2119. Arrive@ BWI at 9 :50 AM. Confirmation: US4PSP 11:30AM - 12:00 PM Weekly Meeting with Paul Compton/Updates on NVCHA -- SOHUDs office 12:00 PM - 1:00 PM LUNCH 12:45 PM - 1:00 PM MEET with Aida Rodriguez -- SOHUD's office 2:00 PM - 2:15 PM W eekly Scheduling Look Ahead -- SOHUD 's office 4:05 PM - 4:20 PM HOLD for Radio Interview RE Homelessness -- SOHUD 's office Portland- Lars Larson and San Francisco- KSFO AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000058 February 13, 2018 Tuesda 10:00 AM - 10:30 AM HOLD for Radio Interview RE Homelessness -- SOHUD 's office LA-Morning Answer Los Angeles 11:15 AM - 11:45 AM SPEAKat National Congress of American Indian 's 2018 Executive Council Winter Session -- Capital Hilton; 1001 16th St. NW 12:00 PM - 1:00 PM LUNCH 1:00 PM - 1:15 PM MEET with Angela Beckles RE Coffee with Carson -- SOHUD's office 1:30 PM - 1:45 PM BRIEFon MEETING with Mr . Cooper -- SOHUD's office 2:00 PM - 2:30 PM Tea with Hunter Kurtz -- 3rd Floor 2:30 PM - 3:00 PM HOLD for Radio Interview with Ninoska en Mambi -- SOHUD's office Topic: disaster recovery, specifically the 1.5 B allocation HUD recently made to the PR 3:45 PM - 4:00 PM POP-IN MEET with Mr. Cooper -- Secretary 's Conference Room o Topic: Originations o o o o Servicing o o o o AMLf IC/\r-... pVERSIGHT Rep and warrant responsibility Access to loan level data for FHA Consideration of bank statement eligibility for underwriting Forward Servicing Reverse Issues Update from HUD Team on Current Initiatives/Priorities Other Topics from the HUD Team Location : Secretary 's Conference Room HUD-18-0686-F-000059 February 14, 2018 Wednes d a 8:45 AM - 9:30 AM HOLD for SPEAK at Habitat on the Hill -- Omni Shorham; 2500 Calvert St . NW 11:00 AM - 11 :30 AM BRIEF.odp,I, 12:00 PM - 1:00 PM M"dog -- SOHUD'>offia LUNCH with PPO -- Secretary's Dining Room 6 people total. 3:30 PM - 4:00 PM HOLD for Radio Interview RE Homele ssness - - SOHUD 's office Seattle-Kl RO AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000060 February 15, 2018 Thursda 8:30 AM - 9:30 AM BREAKFASTwith John Czwartacki and Coalter Baker -- Navy Mess Attendees: Irv, Seth and Andrew 10:15 AM - 10:45 AM Demolition and Disposition Briefing -- SOHUD's office Topic: Brief on the new disposition policy- would like to post the notice next week in support of the FY19 Budget. Location: SOHUD's office Staff : DepSec, Dominique Blom, Seth, Andrew Origin of Request: DepSec 10:45 AM - 11 :00 AM POP- IN HUD 's Asian American and Pacific Islander Affinity Group Lunar New Vear Celebration - Conference Room 3254 11:00AM - 11:15AM PRE BRIEF on CBN Interview -- SOHUD's office 11:15 AM -11 :30 AM MEET with Janet Golrick -- SOHUD's Office 11:30 AM - 11 :45 AM PHOTO -- SOHUD's office 12:00 PM - 1:00 PM LUNCH AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000061 February 15, 2018 Continued Thursda 2:00 PM - 3:00 PM Topic: discuss the next steps in developing the Draft Federal Strategy to Reduce Childhood Lead Exposures and Eliminate Associated Health Impacts 3:30 PM - 4:00 PM BRIEF on MEETING with AG Sessions-- SOHUD's office 4:15 PM - 4:45 PM MEET with Deana, Andre w, Paul Compton, Stephanie Holderfield and Jogchum Poodt -- SOHUD 's office 5:30 PM - 5:45 PM PREP CALL with Judge Jeanine and Lou Holtz -- !/b)/ 6) Topic : discuss topics for interview on the 6:00 PM - 6:30 PM I 17th HOLD for Radio Inte rviews RE Homelessness -- SOHUD's office LA- KFI and Sacremento - Phil Cowan AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000062 February 16, 2018 Frida 9:00 AM - 9:45 AM VISIT National Portrait Gallery -- National Portrait Gallery; 8th St NW & G St NW, Washington, DC 20001 Dear Jacie : We look forward to Secretary Carson's visit to the National Portrait Gallery on Friday, February 16th at 9:00 a.m. Our security managers Vincent Williams and Brian Jones are copied on this email and will coordinate with the Secretary 's security team. Brian Jones can be reached by phone at 202-633-5411 and Vincent Williams' number is 202-633-5412. The Portrait Gallery's Senior Curator of Photograhs Ann Shumard will lead this special tour for the Secretary. In case anyone needs it, Ann's Ann will meet Secretary Carson and cellphone number isl(b)(6 l his guests inside the G Street lobby. l Please let me know if you have any questions. Thank you! Best, Geri 10:00 AM - 10:15 AM Daily Meeting with Pam, Andrew and Deana -- SOHUD 's office 10:30 AM - 11 :00 AM MEET with Chris Bourne -- SOHUD 's Office 11:00 AM - 11 :30 AM INTERVIEW with Christian Broadcast Network - - Basement Studio 11:30 AM - 11 :45 AM Weekly Media Update -- SOHUD's Office 12:00 PM - 1:00 PM LUNCH 1:15 PM - 1:30 PM PHOTO with Brendan Quinn -- SOHUD's office 1:30 PM - 2:00 PM MEETING with SOHUD -- Secretary's Conference Room AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000063 February 16, 2018 Continued Frida 2:00 PM - 2:30 PM HOLD for Raffi -- SOHUD's Office 2:30 PM - 2:40 PM Daily Debrief -- SOHUDs office 4: 30 PM - S:00 PM MEETING at DOJ -- DOJ AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000064 February 17, 2018 Saturda 9:10 PM - 10:00 PM Interview with Judge Jeanine -- 400 North Capitol St. Fox News Bureau HIT TIME: 9:30 pm ET STUDIO: Fox News DC bureau - 400 N Capitol St NW Washington , DC GUEST/CHYRON: Dr. Ben Carson/ HUD Secretary II Lou Holtz / Legendary Fmr College Football Coach TOPIC: Saving inner city kids AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000065 February 19, 2018 Monda All Day AMLf IC/\r-... pVERSIGHT PRESIDENT 'S DAV- -FEDERAL HOLIDAY HUD-18-0686-F-000066 February 20, 2018 Tuesda 9:30 AM - 10:15 AM Coffee With Carson -- Children's House, HUD 10:30 AM - 10:45 AM PHOTO with Tara and Ren Bradshaw -- SOHUD's Office 12:00 PM - 1:00 PM LUNCH with Attorney General Sessions-- Secretary's Dining Room Attendees: SOHUD , Andrew , Drew, Paul, Cooper. External Attendees: AG Sessions; two of the AG's Counselors , Rachael Tucker and Brian Morrissey 1:30 PM - 1:45 PM MEET on Envision Centers - - SOHUD 's Office 2:30 PM - 3:00 PM PRE BRIEF on NAACP Meeting -- SOHUD's office 3:00 PM - 3:45 PM Senior Staff Meeting -- Secretary's Conference Room 6:00 PM - 8:00 PM WJLA/NCS Live Town Hall -- 1100 Wilson Blvd, Arlington VA Topic : How to connect the forgotten poor w ith the government and private programs to alleviate their suffering. AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000067 February 22, 2018 Thursda All Day 11:15 AM - 1:30 PM HOLD for Palm Beach Reception and Luncheon -- PERSONAL (Women of Distinction) -- The Breakers; Palm Beach Women of Distinction AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000068 February 23, 2018 Frida All Day SOHUD IN FL 5:30 PM - 7 :46 PM FLY from PBI to DCA FLY from PBI to DCA on JetBlue FLT# 2034 .. Confirmation: ZVZKZD AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000069 February 27, 2018 Tuesda All Day AMLf IC/\r-... pVERSIGHT NASHVILLE WITH VP PENCE HUD-18-0686-F-000070 February 28, 2018 Wednesda 9:15 AM - 9:45 AM MEET Housing Policy Experts -- SOHUD 's office o o o o Howard Husock , Manhattan Institute - Section 8 and Public Housing Ed Olsen, AEI - Section 8 and Public Housing Vanessa Brown-Calder , CATO - Housing affordability and zoning Chris Edwards , CATO- LIHTC Research 10:00 AM - 12:00 PM Please let us know if your Cabinet Member is able to attend. The Speaker and Senate Leadership have extended an invitation to the Graham family expressing their intention to have Congress permit the late Reverend Billy Graham to lie in honor in the Rotunda of the US Capitol. To that end , I wanted to give you a head's up on the arrival service which would occur onWednesday, February 28, 2018, at 11 :00 AM in the Rotunda. This is the traditional service where his casket will be carried into the Rotunda with the family in attendance , and a formal wreath laying by the President , the Speaker and the Majority Leader of the Senate . On behalf of the United State Congress , we invite the President's Cabinet to attend the Graham Arrival Service on February 28. We will provide details on the arrival time and a hold room for the Cabinet as soon as we they are finalized. Catherine Huddleston in our office is the POC. We are having a timeline meeting on Monday, February 26, 2018 at 9 :30 AM in HC-5 and would welcome reps attend. Preceding the Lying in Honor of The Reverend Billy Graham The Rotunda, United States Capitol February 28, 2018 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000071 February 28, 2018 Continued Wednesda Invocation - Chaplain , United State House of Representatives Interlude - Michael W. Smith , Selection TBD Remarks- Majority Leader, United States Senate Speaker, United States House of Representatives President of the United States (or Executive Branch designee) Presentation of Wreaths Majority Leader, United States Senate Speaker, United States House of Representatives President of the United States (or Executive Branch designee) Benediction - Chaplain, United States Senate Ted Daniel Assistant Sergeant at Arms AMERIC/\r-... pVERSIGHT Protocol and Chamber Operations HUD-18-0686-F-000072 February 28, 2018 Continued Wednesda Office of the Sergeant at Arms U.S. House of Representatives 1:00 PM - 1:15 PM MEETwith Amy Thompson and Billy Gribbin -- SOHUD's office 1:15 PM - 1:45 PM BRIEFon WH Opioid Panel -- SOHUD' s office 2:30 PM - 3:30 PM MEET with Bill McGinley -- White House, Room# TBD 3:45 PM - 4:15 PM HOLD for Swearing In Ceremony for Suzanne Tufts -- SOHUD's office 4:15 PM - 4:45 PM MEET Japanese Ambassador Sasae -- SOHUD's office 4:45 PM - 4:55 PM Logistics Meeting with Ben Demarzo and Andrew Hughes -- SOHUD's office 7:00 PM - 8:00 PM Personal phone call AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000073 March 1, 2018 Thursda 10:00 AM - 10:30 AM MEET with President of 100 Black Men -- SOHUD's office Topic: TBD Location: SOHUD's office Attendees: TBD Staff: Deana Bass Williams Origin of Request: Deana 11:00 AM - 11:15 AM POP-IN MEET with John Courson of the Home Builders Institute -- Secretary's Conference Room Topic : As a follow-up from the Philanthropic Roundtable , Mr. Courson would like to get a clear vision of goals, objectives and deliverable results to serve targeted populations in Detroit RE Envision Centers. Location: SOHUD's Conference Room Staff: Deana Bass Williams, Stephanie Holderfield External Attendees : John Courson of the Home Builders Institute Origin of Request: Deana NOTES: Deana and Stephanie will kick off this meeting at 10:30 AM and you will pop in at 11 AM. 11:45 AM -12:1 5 PM AMLf IC/\r-... pVERSIGHT LUNCH HUD-18-0686-F-000074 March 1, 2018 Continued Thursda Staff: Deputy Secretary Patenaude Origin of Request: Deputy Secretary requested the Secretary meet with Senator Dole 4:00 PM - 4:15 PM AMLf IC/\r-... pVERSIGHT CALL with Governor Mapp -- SOHUD 's office; Allie will connect HUD-18-0686-F-000075 March 2, 2018 Frida All Day Billy Graham Funeral -- TBD; Charlotte, NC 8:20 AM - 9:55 AM FLY from BWI to CLT - - Departing from Baltimore, Maryland Itinerary Details (Confirmation NPF675) Friday , March 2, 2018 Depart Baltimore /Washington (BWI) on Flight 776 at 8:20 AM Arrive in Charlotte (CLT) at 9:55 AM 7:35 PM - 8:55 PM FLY from CLT to BWI - - Departing from Charlotte, NC Itinerary Details (Confirmation NPF675) Friday , March 2, 2018 Depart Charlotte (CLT) on Flight 616 at 7:35 PM Arrive in Baltimore /Washington (BWI) at 8 :55 PM AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000076 March 5, 2018 Monda All Day HOLD for NCSHA Conference - - Hyatt Regency DC 8:00 AM - 9 :00 AM BREAKFAST with Senator Blunt -- Senate Dining Room 11:00 AM - 11 :45 AM Disaster Relief Appropriations 11:45 AM - 12:00 PM OIG/OSEC Meeting -- SOHUD 's office Meeting -- Conference Room 7202 Topic : Follow-up from last meet ing 12:00 PM - 1:00 PM LUNCH 2:00 PM - 2:30 PM SPEAKat National Council of State Housing Agencies Legislative Conference -- Hyatt Regency Capitol Hill AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000077 March 6, 2018 Tuesda 9:40 AM - 10:10 AM 11:00AM-11:15AM SPEAK at National American Indian Housing Council (NAIHC) Legislative Conference -- Washington Court Hotel ; 525 New Jersey Ave NW, Washington, DC 20001 Evacuation Lead Training -- Brooke Mondale Opening remarks 1:15 PM - 1:25 PM PHOTO with White House Intern Cesar Puesan, Samuel Hammond and Jerry Jones -- SOHUD's office 1:25 PM - 1:35 PM HOLD 2:00 PM - 3:00 PM HOLD for VISIT DC Field Office -- DC Field Office; 820 First Street NE, Suite 300 3:30 PM - 4:00 PM RECORDVIDEOS -- Basement Studio 4:00 PM - 4:30 PM MEET to Discuss WH Faith - Based EO -- SOHUD's office Deadline 3/6 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000078 March 7, 2018 Continued Wednesday March 9, 2018 Frida 12:00 AM - 12:00 AM HOLD for AEI Event - - Sea Island, GA Please See Above 2:21 PM - 4:30 PM FLV from JAX to DCA -- Departing Jacksonville FLY from JAX to DCA on American Airlines FLT# 4360. Arrive@ DCA at 4:30 PM. Confirmation: QCHQBY 7:00 PM - 8:00 PM AMLf IC/\r-... pVERSIGHT SPEAKat Alpha Epsilon Delta 42nd National Convention -- The Newseum Walter and Leonore Annenberg Theater ; 555 Pennsylvania Av e. NW HUD-18-0686-F-000080 March 10, 2018 .. Saturda ~-- All Day HOLDfor PERSONAL-- tb )(6) 6:00 PM - 8:00 PM PERSO.. ._r b-)(6_ ) ________ _, b)(6) AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000081 March 11, 2018 Sunda 6:00 PM - 8:00 PM AMLf IC/\r-... pVERSIGHT HOLD for DINNER -- ~l (b_ )(6_ ) -----~ HUD-18-0686-F-000082 March 12, 2018 Monda 10:00 AM - 10:15 AM HOLDfor CALLwith Ja ' Ron Smith -- SOHUD's Office; Allie will connect 2:00 PM - 2:30 PM Leadership Team Interviews with BCG -- SOHUD's office AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000083 March 13, 2018 Tuesda 8:30 AM - 9:30 AM BREAKFASTwith Senator Heidi Heitkamp -- Senate Dining Room; Capitol S-110 External Attendees: Senator Heitkamp and Craig Radcliffe ; Banking Committee Democratic Staff Director for the Subcommittee on Economic Policy 11:30 AM - 11 :45 AM Present Retirement Certificate to Mary Shulhoff -- 3180 Milan Ozdinec will escort SOHUD to Mary's office, 3180, to present the certificate to her. 12:00 PM - 1:00 PM SPEAKWhite House Fellows -- 712 Jackson Place; 1st Floor Conference Room Typical Sequence of Events: 12:00pm Secretary Carson arrives at 712 Jackson Place greeted by Elizabeth Dial Pinkerton , Director of the President's Commission on White House Fellowships and the Primary Fellow, Katey Van Dam - White House Fellow at HUD 12:05pm Secretary Carson moves to conference room , where he will be seated in a chair at the center of the table. 12:10pm Secretary Carson makes brief introductory remarks (5-15 minutes) and then will take questions for the remainder of the time 12:50pm Secretary Carson is presented with a pen and asked to sign a speaker book 12:55pm Secretary Carson takes a group photo with the Fellows 1:00pm Secretary Carson departs, event concludes 1:15 PM - 1:30 PM MEET with Dean Kamen - - Secretary's Conferenc e Room Stephanie and Andrew will be kicking off this meeting at 1:00PM and you will be joining upon arrival back to HUD at 1:15PM . Internal: Stephanie Holderfield Andrew Hughes External: Dean Kamen: Founder of FIRST(For Inspiration and Recognition of Science and Technology) Maureen Toohy - Sr. Attorney for Deka {Mr. Kamen1 s company) William Chatfield -- DoD Federal Employee who has served on appointments for several Presidents. 1:30 PM - 2:30 PM AMLf IC/\r-... pVERSIGHT Internal Reception -- Departmental Conference HUD-18-0686-F-000084 March 13, 2018 Continued Tuesda 2:30 PM - 3:00 PM Social Media Briefing -- SOHUD's office Conference Line: 877-848-7030 Code: ._l (b-)(6_ ) __ _. 3:00 PM - 3:30 PM MEET RECortez -Masto Letter -- Secretary 's Conference Room 3:30 PM - 5:30 PM Appropriations 5:30 PM - S:4S PM l(b_)_(6_ )_ MEET with .... 5:45 PM - 5:50 PM MURDER BOARD -- Departmental Conference Room __.l. Parkland Survivor -- SOHUD's office MEET with Mason -- SOHUD's office Topic : brief on tomorrow morning 's meet and greet AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000085 March 14, 2018 Continued Wednesda 4:30 PM - 5:00 PM MTW/GAO Report Briefing -- SOHUD's office 7:00 PM - 9:00 PM ATTEND 'The Wiz ' -- Ford's Theatre; 511 Tenth St. NW AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000086 March 19, 2018 Monda All Day HOLD for BUDGET HEARING PREP 9:45 AM - 10:15 AM MEET with Jerry Howard, President of NAHB -- SOHUD's office 11 :00 AM - 11 :30 AM MEET with Doug Bibby -- SOHUD's Office 11 :30 AM - 11 :45 AM MEET with David Byrd -- SOHUD's office Topic: EO on Federal lnteragency Council on Youth, Families and Community 1:00 PM - 2:30 PM Appropriations 3:40 PM - 3:50 PM CALL with Congressman Diaz-Balart -- SOHUD's office; Allie will connect AMLf IC/\r-... pVERSIGHT MURDER BOARD -- Departmental Conference Room HUD-18-0686-F-000087 March 21, 2018 We dne sda 9:00 AM - 10:00 AM BRIEFon Opportunity Zones -- SOHUD 's Conference Room Conference li ne: 877 -848-7030 Code:~l (b_)(6_ )_~ 1:30 PM - 3:00 PM Banking MURDER BOARD -- Departmental Conference Room- 10233 If we have to conf ere nce in, Len is the call host: Conference li ne: (877) 336 -1839 Code: b)(6) ........ Host Password : (b)(6) ~~- 3:00 PM - 3:30 PM ~~ CALLwith Michael Novogr adac Topic: Opportunity Zones Confere nce li ne: 877-84 8-7030 Code: J~ (b-)(6 - )--~ AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000088 March 22, 2018 Thursda 10:00 AM - 12:00 PM AMLf IC/\r-... pVERSIGHT Senate Banking Committee Hearing -- Dirksen SOB 533 HUD-18-0686-F-000089 March 23, 2018 Frida All Day HOLD for Drug Recovery Visit 10:00 AM - 10:15 AM PHOTO w ith Judy Wenners and Grandsons -- 5OHUD's office 10:15 AM -10:30 AM Building Evacuation Briefing -- Secretary 's Conference Room 10:30 AM - 11 :00 AM BRIEFon Drug Recovery Events in Maryland 11:45 AM -12:00 PM CALL with lvanka Trump RE EnVision Centers -- SOHUD's office -- Secretary's Conference Room Conference Line: 877-848-7030 Code: f~b)-(G_)-~ 12:00 PM - 1:00 PM LUNCH 2:00 PM - 3:00 PM VISIT Sarah's House -- 2015 20th St. Fort Meade, MD 20755 4:25 PM - 7:00 PM FLY from BWI to PBI -- Departing Baltimore SW Itinerary Details (Confirmation LFFREO ) Friday, March 23, 2018 Depart Baltimore/Washington (BWI) on Flight 1845 at 4:25 PM Arrive in West Palm Beach (PBI) at 7:00 PM AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000090 March 24, 2018 Saturda 8:00 AM - 12:00 AM AMLf IC/\r-... pVERSIGHT HOLD for FL HUD-18-0686-F-000091 March 25, 2018 Sunda 12:00 AM - 8:30 AM HOLD for FL Please See Above AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000092 March 27, 2018 Tuesda 11 :00 AM - 11 :30 AM MEETwith Pam Patenaude -- SOHUD's office 11:30AM - 12:00 PM BRIEFon Philly -- Secretary's Conference Room Conference Line: (877) 336-1839 Code:l~ (b-)(G) -~ 12:50 PM - 1:00 PM Record Video -- Basement Studio 1:00 PM - 1:15 PM MEETwith Leadership oo SOHUD's office 2:00 PM - 3:00 PM HOLD for Follow-Up Rent Reform Briefing -- Secretary 's Conference Room 4:15 PM - 4:20 PM MEET& GREETwith Larry Jackson -- SOHUD' s Office AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000093 March 28, 2018 Wednesda All Day HOLD for PHILLY 9:10 AM - 11:07 AM TRAIN -- Union Station to 30th St. Station, PA https://cge.concursolutions.com /static/images/ltineraryUI/Rail36.png Train Washington - Union Station, DC to Philadelphia - 30th Street Station, PA Northeast Service 182 Departs: 09:10 AM Washington - Union Station, DC Duration:1 hour, 57 minutes Arrival: 11 :07 AM Philadelphia - 30th Street Station, PA Confirmation: F01C55 Status:Booked in Amtrak direct/F01 C55 Additional Details Class: Coach Reserved Seat (YB) 3:29 PM - 5:22 PM TRAIN-- Philadelphia , 30th St. Station to Union Station , DC Train Philadelphia - 30th Street Station , PA to Washington - Union Station, DC Northeast Service 93 Departs: 03:29 PM Philadelphia - 30th Street Station, PA Duration:1 hour, 53 minutes Arrival: 05 :22 PM Washington - Union Station , DC Confirmation: F01C55 Status:Booked in Amtrak direct/F01 C55 Additional Details Class: Coach Reserved Seat (YB) AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000094 March 29, 2018 Thursda 9:00 AM - 9:30 AM 10:00 AM - 11 :00 AM MEET with David Eagles -- SOHUD's Office HOLD for RECORD Video -- Basement Studio Topic : Fair Housing Month Discussion 11:25 AM - 11 :40 AM Housing Finance Reform Update -- SOHUD's office 12:00 PM - 12:45 PM LUNCH 1:30 PM - 2:00 PM HOLD -- TBD Unannounced program office visits 2:00 PM - 3:00 PM Prescription for HUD Monthly Update -- Departmental Conference Room 3:00 PM - 4:00 PM HOLD for INTERVIEWS -- SOHUD's office 5:56 PM - 8:33 PM FLY from BWI to FLL FLY from BWI to FLL on JetBlue FLT# 295. Arrive@ FLL at 8:33 PM. Confirmation : ZDWSQG AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000095 March 30, 2018 Frida All Day GOOD FRIDAY All Day SOHUD OUT OF OFFICE AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000096 March 31, 2018 Saturda 12:00 AM - 12:00 AM AMLf IC/\r-... pVERSIGHT HOLD for FL HUD-18-0686-F-000097 April 1, 2018 Sunda 12:00 AM - 12:00 AM HOLD for FL Please See Above AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000098 April 3, 2018 Tuesda 8:00 AM - 8:30 AM INTERVIEW -- Basement Studio 9:00 AM - 9:30 AM SPEAK at Five Star Government Forum -- The New seum, SSS Pennsylvania Ave . NW 11:15 AM - 11:30 AM PRE BRIEF on CALL with Governor Cuomo -- SOHUD's Office/Conference Line Topic of call : NYCHA Conference Line: ~l(b_)(_G>___ Code: ._l (b_)(6_>__ ~ ...., 11:45 AM - 12:00 PM CALL with Governor Cuomo -- SOHUD 's office ; Allie will connect 12:45 PM - 1:15 PM MEET with Leadership -- SOHUD 's Office 1:15 PM - 1:30 PM BRIEF on LUNCH with Ambassador of Kazakhstan -- SOHUD's office 1:30 PM - 2:00 PM HOLD for RECORD VIDEOS -- TBD 2:45 PM - 4:15 PM HOLD -- Bethesda AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000099 April 4, 2018 Wednesda 8:00 AM - 8:30 AM HOLD for VISIT MLK Memorial -- 1964 Independence Ave SW, Washington, DC 20024 9:00 AM - 9:30 AM SPEAKat Executive Pastors' Annual Meeting -- Metro Center Room at The Liasion Capitol Hill; 415 New Jersey Ave NW, Washington, DC 20001 10:30 AM - 10:45 AM MEET with Suzanne Tufts -- SOHUD's Office 11:30AM - 12:00 PM HOLD for INTERVIEW -- SOHUD 's office 2:00 PM - 2:15 PM PHOTO with The Wills -- SOHUD 's Offi ce 2:30 PM - 2:50 PM BRIEFon Norfolk - - SOHUD 's Conference Room Call in: 877 -336 -1839 6 Access Code: l,_ (b_)( _l _ ___, Host Password: !:=] 2:50 PM - 3:00 PM CALLwith Chris Bourne -- 202-710-0936 3:00 PM - 3:30 PM MEET with Harry Patten and Terry Horton -- SOHUD 's office Topic: Terry has some exciting and innovative ideas regarding housing that he would like to share with you. For the last 6 years he has been concentrating on changing the way homes are built so they are safer, mold and mildew resistant , termite resistant and the perfect home in flood areas and high humidity areas along coastal areas. Also, the type of construction he is working on can also change the inner cities and get the children out of the ''projects", something that Terry is passionate about. Location : SOHUD's office AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000100 April 4, 2018 Continued Wednesda Staff: TBD Origin of request: SOHUD 3:30 PM - 4:00 PM Follow- Up CALL on Opportunity Zones -- SOHUD's office Attendees: Michael Novogradac Dial-In: 415-356-7950,,_fb_ J(6_l _ _.~ 6:00 PM - 8:00 PM AMLf IC/\r-... pVERSIGHT Dinner at Museum of the Bible -- Museum of the Bible HUD-18-0686-F-000101 April 5, 2018 Thursda All Day HOLD for Norfolk, VA 8:25 AM - 9:31 AM FLY from IAD to ORF FLY from IAD to ORF on United FLT# 4849. Arrive@ ORF at 9:31 AM. Confirmation: EG59NE 5:05 PM - 6:14 PM FLY from ORF to DCA FLY from ORF to IAD on American Airlines FLT# 5682. Arrive@ DCA at 6:14 PM. Confirmation: NTPNOC AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000102 April 6, 2018 Frida 10:00 AM - 10:30 AM MEET with Lisa Rice -- SOHUD's office 10:30 AM - 10:45 AM PHOTO with Jackman Family -- SOHUD's office 10:45 AM - 11 :00 AM CALL with Renee Glover -- (404) 281 -6 035 11:00AM - 11:15AM BRIEFon CALL with Mayor de Blasio -- SOHUD's office Conference Line: 877-848 -7030 Code: ~l(b-)(G_ l _~ 11:30AM - 12:00 PM 1:00 PM - 1:30 PM MEETwith Rob Nichols, American Bankers Association -- SOHUD's office MONTHLY MEETING with Ben Hobbs -- SOHUd's office Topic: monthly check- in 1:30 PM - 2:00 PM INTERVIEW with WH Intern Melissa Ford -- SOHUD's office 2:00 PM - 2:30 PM CALL with Mayor Bill de Blasio -- SOHUD ' s office; Allie will connect 2:45 PM - 3:00 PM MEET with Todd Richardson -- SOHUD's Office Re: Commissions 3:00 PM - 3:15 PM MEET with Jogchum Poodt -- SOHUD's Office Re: Envision Centers AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000103 April 7, 2018 Saturda All Day HOLD for PERSONAL -- ~~ b)_(6_) -~ 8:45 AM - 9:45 AM (b)(6) 5:10 PM - 6:15 PM AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000104 April 10, 2018 Tuesda 10:45 AM - 11 :00 AM CALL with Senator Thom Tillis -- Raffi will connect 9:45am CST/ DIAL IN TRANSIT Call with Senator Thom Tillis (A-North Carolina) Ratti will connect: 202-228 -1037 office I rb-)(G_ ..... ) ___ 10:55 AM - 11 :05 AM ..... lbackup CALL with Senator David Perdue Number to call is (202) 224-3403. This is the Executive Assistant , Stephanie's direct 12:00 PM - 12:15 PM CALL with Senator John Cornyn 202-224-2064 12:40 PM - 12:55 PM Call with Stephen Miller -- Conference Line; See Notes Conference Line : 877-848-7030 5 Code: ~~b)( _l __ 1:00 PM - 1:15 PM ~ CALL with Senator John Kennedy Dial-in: (225) 229-1869. 1:15 PM - 1:30 PM CALL with NC Governor Roy Cooper 984-204-9610 2:15 PM - 2:30 PM CALL with LA Governor John Bel Edwards 225-522-0912 J j~(b_)(6_) --~ 2:30 PM - 2:45 PM CALL with TX Governor Gregg Abbott - - Stephanie Fila will connect Calling 202-706-9514, Stephanie will connect 2:45 PM - 3:00 PM AMLf IC/\r-... pVERSIGHT CALL with SC Governor Henry McMaster HUD-18-0686-F-000105 April 10, 2018 Continued Tuesda 3:00 PM - 3:15 PM CALL with FL Governor Rick Scott Number TBD 3:17 PM - 6:31 PM FLY from MEM to DCA FLY from MEM to DCA on American Airlines FLT# 4621. Arrive@ DCA at 6:31 PM. Confirmation: EKBKXR AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000106 April 11, 2018 Wednes d a 8:10 AM - 8:30 AM PRE BRIEF on USVI -- SOHUD's office 8:30 AM - 9:00 AM MEET with Governor Mapp -- SOHUD's office 9:00 AM - 9 :30 AM Press Conference with Governor Mapp -- Departmental Conf erence Room 9:30 AM - 10:00 AM HOLD fo r INTERVIEW -- SOHUD' s office Dial-in (340) 514-3268 . 10:30 AM - 11 :00 AM HOLD for RADIO INTERVIEWS 2:30 PM - 3:00 PM BRIEFon Tight Suppl y of Single Family Homes for Sale -- SOHUD's office 3:00 PM - 3:15 PM CALL w ith Tom Cousins -- Dial (772) 546 -1624 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000107 April 13, 2018 Frida All Day SOHUD IN CT 10:05 AM - 3:45 PM TRAIN from WAS to NHV -- Departing Union Station Reservation #: E300EC Train 174 Departing WAS @10:05AM Arriving NHV @3:45PM AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000108 April 14, 2018 Saturda 9:05 AM - 2:28 PM TRAIN from NHV to WAS -- Departing New Haven Reservation #: E300EC Trai n 195 Departing NHV @9:05AM Arriving WAS @2:28PM AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000109 April 15, 2018 Sunda All Day 7:15 AM - 9:56 AM HOLD for PERSONAL -- kb)(6) (b)(6) 5:28 PM - 7:52 PM AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000110 April 16, 2018 Monda 9:45 AM - 10:00 AM PRE BRIEF on MEETING with Senator Enzi -- SOHUD 's office 10:00 AM - 12:00 PM HOLD for MURDER BOARD -- Departmental Conference Room 1:45 PM - 2:00 PM MEET New Speechwriter; Richard Feen -- SOHUD's Office 2:00 PM - 2:15 PM VISIT FHEO Doors -- HUD Cafeteria 2:30 PM - 3:00 PM MEET with Senator Enzi -- SOHUD's office Topic: discuss the numerous federal housing programs and duplication that needs to be eliminated Location: SOHUD 's office Staff: TBD External Attendees : Senator Enzi, staff TBD Origin of request: Senator Enzi's staff reached out to Mike Kelley 4:00 PM - 4:50 PM AMLf IC/\r-... pVERSIGHT Record Video; Gabriel Network -- St. Dominic's Catholic Church, 630 E St SW, Wa shington HUD-18-0686-F-000111 April 18, 2018 Wednes d a 8:45 AM - 9:00 AM MEET with Pam and Ralph Gaines -- SOHUD 's Office 9:00 AM - 9:15 AM Morning Overview -- SOHUD 's Office 10:00 AM - 10:30 AM PRE BRIEF on Iowa -- Secretary 's Conference Room Call in: 877-336-1839 Access Code : l~(b_)(6_) _~ 10:30 AM - 11 :00 AM PRE BRIEF on Houston -- Secretary 's Conference Room Conference Line: 877-848 -7030 Code: f~b-)(6_l __ ~ 1:30 PM - 2:00 PM Hearing Preparation -- SOHUD's Office 2:30 PM - 4:30 PM Senate T- HUD Subcommittee AMLf IC/\r-... pVERSIGHT Hearing -- Dirksen SOB; Room 192 HUD-18-0686-F-000112 April 19, 2018 Thursda All Day All Day HOLD for Cedar Rapids, Iowa HOLD for EnVision Center Call Topic: Envision Centers, Affordable Housing Dial-in: Conference Line: 877-848-7030 )(6_ )_ Code: K._b_ 7:30 AM - 9:03 AM __. FLY from DCA to DTW FLY from DCA to DTW on Delta FLT# 804. Arrive@ DTW at 9:03 AM. Confirmation: H24DBR 10:00 AM - 11 :37 AM FLY from DTW to CID FLY from DTW to CID on Delta FLT# 4858. Arrive@ CID at 10:37 AM. Confirmation: H24DBR 6:00 PM - 9:31 PM FLY from DSM to IAH FLY from DSM to IAH on United FLT# 3517. Arrive@ IAH at 8:31 PM. Confirmation: L3DRZ1 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000113 April 20, 2018 Frida 12:00 AM - 12:00 AM HOLD for HOUSTON 11:00 AM - 11 :30 AM PRESSCONFERENCEwith Gov Abbott , Sen Cornyn and Rep Culberson on Hurricane Recovery -Southside Place Police and Fire Station AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000114 April 21, 2018 Saturda 12:00 AM - 12:00 AM HOLD for HOUSTON Please See Above 3:26 PM - 6:26 PM FLV from IAH to IAD FLY from IAH to IAD on United FLT # 589. Arrive@ IAH at 6 :26 PM. Confirmation: L3DRZ1 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000115 April 23, 2018 Monda 8:30 AM - 9:00 AM HOLD for SPEAK at National Association of Housing and Redevelopment Officials (NAHRO) Washington Conference -- Crystal Gateway Marriott Hotel ; 1700 Jefferson Davis Hwy , Arlington VA 9:45 AM - 10:00 AM RECORDVIDEO -- Basement Studio 10:30 AM - 10:45 AM PRE BRIEF on LA -- Secretary's Conference Room Call in: 877 -336 -1839 Access Code 10:45 AM - 11 :00 AM :f 6 ~b-)(_ )___ ~ PREBRIEFon Las Vegas -- Secretary 's Conference Room Call in: 877-336-1839 Access Code: ~rb_ )(G_ )__ ~ 1:35 PM - 1:50 PM MEETwith Andrew and Drew -- SOHUD's office 2:00 PM - 2:30 PM Houston Trip Follow-Up -- Secretary's Conference Room 2:00 PM - 2:30 PM Surprise Engagement Celebration for Len Wolfson -- Secretary's Conference Room 4:05 PM - 9:45 PM FLV from IAD to LAX FLY from IAD to LAX on United FLT# 894. Arrive@ LAX at 6:45 PM. Confirmation: CHPVG5 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000116 April 24, 2018 Tuesda All Day HOLD for LA 5:45 PM - 6:55 PM FLY from LAX to LAS FLY from LAX to LAS on Southwest FLT# 1297. Arrive@ LAS at 6:55 PM PST. Confirmation: MPXBM2 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000117 April 25, 2018 Wednesda All Day HOLD for LAS VEGAS 9:00 AM - 9:30 AM HOLD for SPEAK at 2018 MHI National Congress and Expo for Manufactured Pari s Las Vegas Hotel AMLf IC/\r-... pVERSIGHT and Modular Housing HUD-18-0686-F-000118 -- April 26, 2018 Thursda 12:00 AM - 12:00 AM HOLD for Travel 9:01 AM - 10:54 AM FLY from LAS to DEN FLY from LAS to DEN on United FLT# 573. Arrive@ DEN at 8:54 AM. Confirmation: L6N8R6 11:45 AM - 2:56 PM FLV from DEN to DCA FLY from DEN to DCA on United FLT# 1767. Arrive @ DCA at 2:56 PM. Confirmation: L6N8R6 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000119 April 27, 2018 Frida 12:00 AM - 12:00 AM HOLD for Travel Please See Above 9:30 AM - 9:45 AM PRE BRIEF on MEET with Governor Rossello -- SOHUD 's office 9:45 AM - 10:00 AM Morning Overview -- SOHUD's office 10:00 AM - 10:30 AM MEET with Andrew Olmem -- SOHUD's office 10:45 AM - 11 :00 AM MEET with Hannah Duke -- SOHUD 's office 11:00AM - 11:15AM Commission Presentation s -- SOHUD 's office 11:30 AM - 12:00 PM MEET with Governor Ricardo Rossello (PR) -- Secretary's Conference Room/Conference Line Call in: 877-336-1839 b_ Jf(G_ J__ Access Code :~ ~ Topics: CDBG -DR o o o o Work Plan Process Upcoming Federal Register Notices Energy Grid Reconstruction Mitigation Efforts Property Titles/Squatter Issues Section 8 Housing AMLf IC/\r-... pVERSIGHT Location: Secretary's Conference Room HUD-18-0686-F-000120 April 27, 2018 Continued Frida Origin of request : Governor Rossello's office reached out to VB 12:00 PM - 12:30 PM Going Away Party for David Eagles -- Secretary's Conference Room 12:30 PM - 1:00 PM LUNCH -- SOHUD's office 1:45 PM - 4:22 PM FLY from DCA to PBI FLY from DCA to PBI on American FLT# 632. Arrive@ PBI at 4:22 PM. Confirmation: OQENWD 5:00 PM - 5:30 PM HUD/ DPC / Comms Call Participant Dial-In: (202) 395-6392 6 Participant Code: ._l (b-)(_ )___ 5:30 PM - 6:00 PM _. CALL; 0MB Updates Regarding CDBG and Rural Housing -- Conference line found in notes Conference Line: 877-848-7030 Code: j(b)(6) '-----;===--~ Host Code: l~(b_)(5_) 7:00 PM - 9:00 PM AMLf IC/\r-... pVERSIGHT -~ Heritage Foundation Leadership Conference -- Royal Poinciana Ballroom, Four Seasons HUD-18-0686-F-000121 April 28, 2018 Saturda All Day HOLDfor PERSONAL--l(b)(G) 2:43 PM - 5:16 PM FLYfrom FLLto BWI I FLY from FLL to BWI on JetBlue FLT# 6294. Arrive@ BWI@ 5:16 PM. Confirmation: TLCEAK 7:00 PM - 8:00 PM AMLf IC/\r-... pVERSIGHT SPEAKat State of Maryland Commission on Civil Rights Gala Celebration -- 50th Anniversary of the Fair Housing Act -- Reginald F. Lewis Museum of African American History and Culture ; 830 E. Pratt St. Baltimore, MD HUD-18-0686-F-000122 April 30, 2018 Monda 8:45 AM - 9:00 AM INTERVIEW -- SOHUD's Office Breitbart Radio 212-607-4063 Amanda House 845am Sohud off ice Topic : rent reform 10:30 AM - 11 :00 AM MEETwith CATO -- Secretary's Conference Room 11:30AM - 12:00 PM MEETRETax Credits/Opportunity 1:00 PM - 1:30 PM MEET with Ed Pinto (AEI) -- Secretary's Conference Room 1:30 PM - 2:00 PM HOLD for RECORD VIDEO on Rent Reform -- Basement Studio 2:00 PM - 2:30 PM Zones -- SOHUD's office MONTHLY MEETING with Ben Hobbs -- SOHUd's office Topic : monthly check - in 2:30 PM - 3:00 PM MEET with Sunia Zaternan (CLPHA) -- SOHUD 's office 3:45 PM - 4:15 PM BRIEF on Arkansas -- Secretary's Conference Room Conference Line: 877-848 -7030 Code: b)(S) Host Code: AMLf IC/\r-... pVERSIGHT (b)( S) HUD-18-0686-F-000123 April 30, 2018 Continued Monda 6:00 PM - 8:52 PM FLV from DCA to LIT FLY from DCA to LIT on American Airlines FLT# 3911. Arrive @ LIT at 7:52 PM. Confirmation: YKCOWZ AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000124 May 1, 2018 Tuesda All Day SOHUD in Arkansas 4:04 PM - 5:32 PM FLY from LIT to ATL FLY from LIT to ATL on Delta FLT# 1861. Arrive@ ATL at 5:32 PM. Confirmation: H2GJWQ 7:14 PM - 8:S8 PM FLY from ATL to IAD FLY from ATL to IAD on DEL TA FLT# 2015. Arrive@ IAD at 8:58 PM. Confirmation: H2GJWQ AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000125 May 2, 2018 Wednesda 9:45 AM - 9:50 AM PHOTO with Interns -- SOHUD's office 9:50 AM - 10:00 AM Weekly Meeting wit h Len Wolfson -- SOHUD's Office 10:30 AM - 11 :30 AM ATTEND Swearing In Ceremony for Mike Pompeo -- Dept. of State; 2201 C St. NW ., The Benjamin Franklin Room 8th Floor 1:30 PM - 2:00 PM MEET with Pam Pate naude -- SOHUD's office 3:30 PM - 3:45 PM CALL with Pruitt -- SOHUD's Office .. Dial- in: 202-365-8312 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000126 May 3, 2018 Continued Thursda HOPE Inc. Miami , Florida Chancela Al-Mansour , Board & Executive Committee Member Housing Rights Center Los Angeles , California Nancy Haynes, Board & Executive Committee Member Fair Housing Center of West Michigan Grand Rapids , Michigan Cashauna Hill, Operating Member Greater New Orlean s Fair Housing Action Council New Orleans , Louisiana Arturo Alvarado , Board Member Denver Metro Fair Housing Center Denver, Colorado Erin Kemple , Board & Executive Committee Member Connecticut Fair Housing Center Hartford , Connecticut AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000127 May 3, 2018 Continued Thursda 1:45 PM - 2:00 PM PHONE INTERVIEW with Joseph Lawler of the Washington Examiner -- SOHUD 's office Dial-in : 978 549 1089 Topic: Rent Reform 2:00 PM - 2:15 PM PHONE INTERVIEW with Alex Pappas of FoxNews.com -- SOHUD's office Topic : Rent reform Dial-in : 202- 715-2306. 3:30 PM - S:30 PM AMLf IC/\r-... pVERSIGHT -----~I -l(b-)(_6_ ) Personal Event -1.... (b_ )_ (6_ ) ____________ _. HUD-18-0686-F-000128 May 4, 2018 Frida 9:30 AM - 10:00 AM HOLD for RECORD VIDEO for Public Service Recognition Week/ Radio Interview with the David Webb Show -- 10th Floor Studio Topic : Rent Reform Dial-in : 212-607-4063 10:40 AM - 10:50 AM PRE BRIEF on Trine U. Commencement -- Secretary's Conference Room Conference Line: 877-848-7030 Code: .__l (b_)(G_ ) _ ____. 6 Host Code: l._ (b-)( _) _ 10:50 AM - 11 :00 AM _. MEET with Jackie Williams -- SOHUD's Office Re: Mission Statement 11:20 AM - 11 :30 AM 1:00 PM - 1:15 PM MEET with Pam -- SOHUD's Office PHOTO withf ._b_)(_6_ ) ___ __,~ - SOHUD's office Jacie 's sister 2:47 PM - 4:04 PM FLY from DCA to ORD o new -- Departing from Reagan American Airlines# 2728 departs DCA at 1447hrs . 6:50 PM - 8:52 PM FLY from ORD to FWA FLY from ORD to FWA on United FLT# 5003. Arrive@ FWA at 7:52 PM. Confirmation : JPL 16K AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000129 May 5, 2018 Saturda 12:00 AM - 12:00 AM HOLD for San Diego All Day HOLD FOR SPEAK@ TRINE UNIVERSITY COMMENCEMENT -- Angola, Indiana 5:00 PM - 9:18 PM FLY from ORD to SNA FLY from ORD to SNA on United FLT #1160. Arrive@ SNA at 6:18 PM. Confirmation : E9S0WB AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000130 May 6, 2018 Sunda 12:00 AM - 12:00 AM HOLD for San Diego Please See Above 11:10 AM - 12:40 PM FLV from SNA to SFO FLY from SNA to SFO on United FLT# 5592. Arrive@ SFO at 9:40 PM. Confirmation : MHR6L8 . Seats: 15C/3E AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000131 May 7, 2018 Monda 2:35 AM - 7:43 AM FLV from SFO to IAD FLY from SFO to IAD on United FLT# 697. Arrive@ IAD at 7:43 AM. Confirmation: MHR6L8 1:45 PM - 2:00 PM PHONE INTERVIEW with Jason Riley of the WSJ -- SOHUD 's office Topic: Rent Reform Dial-in: 914.305.1451 2:15 PM - 2:30 PM PRE BRIEF on CALL with Governor Hut chinson -- SOHUD's office Conference Line : 877 -848 -7030 Code: ~._ bl_(6_l _ ___, 5 Host Code:~l (b-)(_l _~ 2:30 PM - 2:45 PM CALL with Governor Asa Hutchinson of Arkansas -- SOHUD's office Conference Line : 877-848-7030 5 Code: l~ (b-)(_) :::.=-=-=--::::..~ HostCode~~(b-)(S_ ) _~ 3:45 PM - 4:45 PM AMLf IC/\r-... pVERSIGHT MEET to Discuss Irv 's Plan -- SOHUD's Office HUD-18-0686-F-000132 May 8, 2018 Tuesda 8:30 AM - 9:30 AM 1:30 PM - 2:00 PM BREAKFAST with Congressman Luetkemeyer -- House Dining Room MEET with Chris Bourne -- SOHUD 's office Topic: update on the Office of Innovation and the HBCU Initiative. AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000133 May 9, 2018 Wednesda 8:40 AM - 9:10 AM MEET and GREET- Public Service Recognition Week -- North Lobby 10:15 AM - 10:30 AM SPEAKat Americans for Tax Reform Wednesday Meeting -- Americans for Tax Reform; 722 12th St. NW , 4th floor Washington, DC 20005 11:30 AM - 12:30 PM Cabinet Member Meeting -- Cabinet Room 12:30 PM - 1:15 PM LUNCH 1:15 PM - 1:30 PM PRE BRIEF on CALLwith Senators Durbin and Duckwort h -- SOHUD's office Conference Line: 877-848 -7030 Code: 1:30 PM - 2:00 PM ._l (b_)(G_ )_ __. PRESENT CERTIFICATES-Public Service Recogniti on Week -- Departmental Conference Room o 1 :30 p.m.-2:00 p.m.: Secretary Carson and Deputy Secretary Patenaude present tenure certificates to headquarters employees with 50 years plus ten ure (locatio n TBD ). Employees are list below . 1. HQ PDR PDR WILSON , OPHELIA H. GRANTS SPECIALIST 03/ 19/56 62.78 1120 WASHINGTON DC 2. HQ AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000134 May 9, 2018 Continued Wednesda FHEO FHEO HOLBERT, KENNETH F. SPECIAL ASSISTANT 02/ 16/59 59.87 8888 WASHINGTON DC 3. HQ OCHCOSS ADMIN MCKENNEY, LEMUEL C. SECURITY LIAISON SPECIALIST 11/04/63 55.16 1120 WASHINGTON DC 4. HQ OFMS ADMIN JACKSON, SARAH L. STAFF ASST 09/ 10/65 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000135 May 9, 2018 Continued Wednesda 53.31 8888 WASHINGTON DC 5. HQ FHEO FHEO RUSSELL , TURNER SUPVY EQ OPP SPECLST 04/24/66 52.69 8888 WASHINGTON DC 6. HQ GEN CNSL GEN CNSL GALLEGOS, NILDA M. ENFORCEMENT TECHNICIAN 07/26/66 52.43 1120 WASHINGTON DC 7. HQ AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000136 May 9, 2018 Continued Wednesda CPO CPO THORNTON , ELLEN L. CLKOA 03/27/67 51.76 1120 WASHINGTON DC 8. HQ CFO CFO BATTLE , EMMA L. FNANCL OPERS ANAL 07/ 10/67 51.48 1120 WASHINGTON DC 9. HQ CIO CIO SCHRAMM , GERARD J. ITSPEC 05/02/68 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000137 May 9, 2018 Continued Wednesda 50.66 1120 WASHINGTON DC 2:00 PM o 2:15 PM CALL with Senators Dick Durbin and Tammy Duck wort h -- SOHUD"s office ; Allie will connect Conference Line : 877-848-7030 (b_ )(G_ ) _ Code :l,__ 3:00 PM - 3:30 PM AMLf IC/\r-... pVERSIGHT __. SPEAK at New England Council Annual Spring Event -- The Willard Intercontinental Pennsylvania Ave. NW Hotel; 1401 HUD-18-0686-F-000138 May 10, 2018 Thursda 8:30 AM - 9:30 AM BREAKFASTwith Comptroller Joseph Otting -- 10th Floor, Suite 10W-500, 400 7th St. SW 10:10 AM - 10:40 AM SPEAKat 3rd Annual HUBZone Small BusinessConference -- Brooke Mondale 11:00 AM - 11:30 AM SPEAKat Congressman Michael Burgess' Biennial Chamber Fly- In -- Departmental Conference Room 11:30AM - 12:00 PM BRIEFon West Virginia -- Secretary's Conference Room Call In Number: 877-336 -1839 Access Code :._l (b_)(_s)__ _. Host Code: r~b-)(S_)-~ 12:45 PM - 1:00 PM MEET with Adolfo Marzol -- SOHUD's office Topic: to brief SOHUD on our planned response to the 0MB language on Housing Finance Reform to appear in the Government Reorg plan later this month 2:15 PM - 2:30 PM MEET with Beth Van Duyne -- SOHUD's office 8:25 PM - 10:50 PM FLV from BWI to PBI -- Departing Baltimore Record Locator : T5OJXQ Southwest FLT #5457 from BWI to PBI Departure: 8:25PM Arrival:10:50PM AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000139 May11, 2018 F?day All Day SDHUD in FL D-1 8-0686-F-000140 May 13, 2018 Sunda 5:09 PM - 7:15 PM FLY from FLLto CLT - - Departing from Fort Lauderdale Record Locator: JCKMLO ITINERARY AA Flight 1760 Depart: FLL - Fort Lauderdale on Sun 13 May 2018 at 05:09PM Arrive: CL T - Charlotte on Sun 13 May 2018 at 07:15PM Booking Code: G Traveler Information : BENJAMIN CARSON - Coach - 16F Check in at https://www.aa.com within 24 hours of departure. AA OPERATED BY PSA AIRLINES AS AMERICAN EAGLE Flight 5237 Depart: CLT - Charlotte on Sun 13 May 2018 at 08:20PM Arrive: CRW - Charleston on Sun 13 May 2018 at 09 :25PM Booking Code: G Traveler Information: BENJAMIN CARSON - Coach - 8F Check in at https://www.aa.com within 24 hours of departure. 8:20 PM - 9:25 PM FLV from CLT to CRW -- Departing from Charlotte Douglas Record Locator : JCKMLO ITINERARY AA Flight 1760 Depart: FLL - Fort Lauderdale on Sun 13 May 2018 at 05:09PM Arrive: CLT - Charlotte on Sun 13 May 2018 at 07:15PM Booking Code: G Traveler Information: BENJAMIN CARSON - Coach - 16F Check in at https://www.aa.com within 24 hours of departure. AA OPERATED BY PSA AIRLINES AS AMERICAN EAGLE Flight 5237 Depart: CLT - Charlotte on Sun 13 May 2018 at 08:20PM Arrive: CRW - Charleston on Sun 13 May 2018 at 09 :25PM Booking Code: G Traveler Information: BENJAMIN CARSON - Coach - 8F Check in at https://www.aa.com within 24 hours of departure. AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000141 May 14, 2018 Monda All Day SOHUD in WV 2:35 PM - 3:54 PM FLY from CRW to IAD FLY from CRW to IAD on United FLT# 3804. Arrive@ IAD at 3:54 PM. Confirmation: M99GF0 5:00 PM - 8:00 PM AMLf IC/\r-... pVERSIGHT DINNER -- Vienna, VA HUD-18-0686-F-000142 May 16, 2018 Wednesda 8:20 AM - 8:50 AM SPEAKat National Association of Realtors 2018 Legislative Meeting -- Marriott Wardman Park 11:30AM - 12:00 PM MEETwith Kimble Ratliff -- SOHUD's office 7:00 PM - 8:30 PM )_(6_ )______ Dinner --~fb_ AMLf IC/\r-... pVERSIGHT ~1Vienna, Virginia HUD-18-0686-F-000143 May 17, 2018 Thursda 8:30 AM - 9:10 AM SPEAKat Yorktown Elementary's Ca reer Museum -- Yorktown Elementary; 7301 Race Track Rd, Bowie, MD20715 10:30 AM - 11 :00 AM SPEAKat HUD RAD Training Event -- Brooke- Mondale 11:30 AM - 12:00 PM SPEAKat Laffer Associates 58th Washington Conference -- SVC 212-10 1:00 PM - 1:30 PM MEET with Project 21 -- SOHUD 's office Topic : discuss their vision and their opinion of AFFH External Attendees : Horace Cooper - co-chairman , Project 21 Council Nedd II - co-chairman, Project 21 Derrick Hollie - member , Project 21 Kevin Martin - member, Project 21 David W. Almasi - vice president, National Center for Public Policy Research (parent org for P21) Wendy Coulson - Assistant to Council Nedd 1:30 PM - 1:45 PM RECORDVIDEO -- 10th Floor Studio 2:00 PM - 2:15 PM PHOTOS w ith New Hires -- SOHUD's office 4:00 PM - 4:30 PM BRIEF on Divine Mercy/Liberty/Collegedale 4:30 PM - 5:00 PM MEET,~~)( l's bab yi(b)(6) 5:05 PM - 5:15 PM Brief for Call with Congressman AMLf IC/\r-... pVERSIGHT Commencements -- Secretary 's Conference Room 1--SOHUD's Office Price -- SOHUD's Office HUD-18-0686-F-000144 May 17, 2018 Continued Thursda 5:15 PM - 5:30 PM AMLf IC/\r-... pVERSIGHT CALLwith Congressman David Price -- SOHUD's office; Allie will connect HUD-18-0686-F-000145 May 18, 2018 Frida 9:30 AM - 10:00 AM CALLwith Congressman Mario Diaz-Balart -- SOHUD's office; dial in 202-225-2141 11:55 AM - 12:25 PM SPEAKat Council for National Policy Meeting - - Ritz Carlton Tyson's Corner; 1:30 PM - 3:00 PM HOLD for SPEAK Divine Mercy University Commencement - - Crypt Church of the National Shrine of the Immaculate Conception; 400 Michigan Ave NE, Washington, DC 20017 Jaci, By way of introduction , I had the pleasure of working with Secretary Jack Kemp and Eunice Dawkins for four years at HUD, and it was a great experience. Made many wonderful friendships that have endured through the years. I am writing to check on Secretary Carson's availability to be the Commencement Speaker for the Divine Mercy University on May 18, 2018 , at the Crypt Church of the National Shrine of the Immaculate Conception in Washington , DC. The graduation will run from approximately 2-5 pm Graudates will receive the Master of Science Degree in Clinical Psychology and a Doctorate Degree of Psychology in Clinical Psychology. An Honorary Degree would be bestowed upon Secretary Carson. This would be an excellent opportunity for the Secretary to share his experience and knowledge of the medical field to these new graduates. If you can confirm that the Secretary is available on May 18th, I would ask that you hold the date. The President of the University would send a formal invitation and background on the University for the Secretary's review. I look forward to hearing from you as soon as you have a chance to review the Secretary 's schedule . Thank you so much for your consideration. Leah G Levy LGL Event Management , LLC 917 902 0065 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000146 May 19, 2018 Saturda 5:50 PM - 7:04 PM FLY from LVH to CLT FLY from LYH to CLT on American FLT #5646 . Arrive@ CLT at 7:04 PM. Confirmation: FNJWRP 8:06 PM - 9:19 PM FLV from CLT to CHA FLY from CL T to CHA on American FLT# 2909. Arrive@ CHA at 9:19 PM. Confirmation: FNJWRP AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000147 May 20, 2018 Sunda 2:22 PM - 3:44 PM FLY from CHA to CLT FLY from CHA to CL Ton American FLT# 5189. Arrive@ CLT at 3:44 PM. Confirmation: FNJWRP 4:39 PM - 6:14 PM FLV from CLT to DCA FLY from CL T to DCA on American FLT# 1864. Arrive@ DCA at 6:14 PM. Confirmation: FNJWRP AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000148 May 22, 2018 Tuesda 8:30 AM - 9:30 AM COFFEEwith Administrator Long -- Dining Room 10:00 AM - 12:00 PM FBI Biothreat Intelligence Briefing -- Secure Room 6280 12:00 PM - 1:00 PM LUNCH 1:30 PM - 2:00 PM MEET with Habitat for Humanity -- SOHUD's office Topic: An opportunity for Jonathan Reckford, Habitat's CEO, to meet with Secretary Carson to discuss Habitat's affordable housing work in the U.S. and globally, provide an update about our disaster recovery efforts, and share information about our forthcoming national advocacy campaign. Location: SOHUD's office External Attendees : Jonathan Reckford , CEO, Christopher Ptomey , Senior Director of Government Relations , and Elisabeth Gehl , Director of Federal Relations Internal Staff: TBD 2:00 PM - 2:30 PM MEET on AFFH -- SOHUD's Conference Room Topic: SOHUD would like to discuss the plan that we will be sending to the WH and moving forward overall 2:30 PM - 3:00 PM MEET with Stewards of Affordable Housing for the Future -- SOHUD's office Topic: Rent reform Location: SOHUD's office Internal Staff: PHP, Andrew AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000149 May 22, 2018 Continued Tuesda External Attendees: Eileen Fitzgerald , Andrea Ponsor Origin of request: PHP 4:00 PM - 4:15 PM PRE BRIEFon CALL with Senator Reed -- SOHUD's office 4:15 PM - 4:30 PM CALL with Senator Jack Reed -- SOHUD's office; Allie will connect AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000150 May 23, 2018 Wednesda 10:30 AM - 11 :00 AM SPEAK at NAHB 2018 Spring Executive Board Meeting -- National Housing Center; 1201 15th St. NW 1:00 PM - 1:30 PM CALL with lvanka Trump -- SOHUD 's office; Jacie will connect 1:30 PM - 2:00 PM MEET on AFFH -- SOHUD 's Conference Room Dial-in: Conference Line: 877-848-7030 Code: f._b_ )(6_) __ _. Host Code:~ 2:00 PM - 2:30 PM MEET with Michael Novogradac and Peter Lawrence -- SOHUD's office Topic: follow-up on Opportunity Zones 2:30 PM - 3:00 PM Community and Supportive Services (CSS) Meet and Greet -- CPD's Conf. Room #7202 3:30 PM - 3:35 PM OIG Delivery -- SOHUD 's office AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000151 May 25, 2018 Frida 12:00 AM - 12:00 AM AMLf IC/\r-... pVERSIGHT SOHUD in FL HUD-18-0686-F-000152 May 26, 2018 Saturda All Day SOHUD in FL Please See Above AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000153 May 27, 2018 Sunda All Day SOHUD in FL Please See Above AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000154 May 28, 2018 Monda 12:00 AM - 12:00 AM SOHUD in FL Please See Above All Day AMLf IC/\r-... pVERSIGHT MEMORIAL DAY HUD-18-0686-F-000155 May 30, 2018 Wednesda 9:00 AM - 9:35 AM SPEAK at National Coalition of Homeless Veterans 2018 Annual Conference Washington , 1000 H St. NW, Washington , D.C. 20001 11:30AM - 12:00 PM MEETwith Dr. Megan Sandel -- SOHUD's office -- Grand Hyatt Topic: introductory meet ing Location: SOHUD 's office Internal Attendees: PHP , Andrew External Attendees: Dr. Megan Sandel Origin of Request: PHP 3:00 PM - 5:00 PM PERSONAL-- (b)(6) ******** b)(6) AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000156 May 30, 2018 Continued Wednesday (We) May 31, 2018 Thursda 1:30 PM - 2:00 PM BRIEF on Outcome of the Homebuilding Innovation Workshop -- Secretary's Conference Room Topic: On Thursday , March 29 th , PD&R and one of its research contractors conducted a workshop with a broad set of homebuilding stakeholders to receive input on housing technology R&D strategies. PD&R staff and the contractor's representatives intend to provide the SOHUD a briefing recapping the results of the workshop. Internal Attendees: Chris Bourne and 2 others, Andrew External Attendees : 2 folks from Urban Institute , TBD Origin of Request: Chris Bourne ; approved by Andrew 3:00 PM - 3:15 PM CALL with Andrew Bremberg -- SOHUD's office Dial-in: 202 -456 -3251 3:30 PM - 4:00 PM BRIEF on NC -- Secretary 's Conference Room Call In Number : 877-336-1839 AccessCode:rb)(G) .--~===,---' 5 Host Code:f._b_ )(_l _ ___. 3:45 PM - 4:15 PM BRIEF on Connecticut -- Secretary's Conference Room 877-336-1839 5 Code: ._l (b-)(_) __ ___. 5:05 PM - 5:35 PM MEET on AFFH -- Secretary's Conference Room 6:30 PM - 9:00 PM HOLD PERSONAL AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000158 June 1, 2018 Frida All Day Greensboro, NC 8:40 AM - 10:00 AM FLY from DCA to GSO FLY from DCA to GSO on American FLT# 5600. Arrive @ GSO at 10 AM . Confirmation : ASOXFW 2:32 PM - 3:51 PM FLY from GSO to IAD FLY from GSO to IAD on United FLT# 3870 . Arrive@ IAD at 3:51 PM. Confirmation : J6CNZY AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000159 June 4, 2018 Monda All Day HOLD for CT 8:15 AM - 9:33 AM FLY from IAD to BDL FLY from IAD to BDL on United Airlines FLT# 859. Arrive@ BDL 9:33 AM. Confirmation: : ED736S 6:00 PM - 7:00 PM AMLf IC/\r-... pVERSIGHT SPEAK at Civility Lecture Series -- Ferguson Library, One Library Place, Stamford , CT HUD-18-0686-F-000160 June 5, 2018 Tuesda 6:25 AM - 7:38 AM FLV from HPN to DCA FLY from HPN to DCA on American Airlines FLT# 5433. Arrive @ DCA at 7:38 AM. Confirmation:: QSKSUG 8:00 AM - 8:30 AM PHOTO with Intern Julia Master's Family -- SOHUD's Office 10:00 AM - 10:30 AM ATTEND Swearing-In for Brian Montgomery -- Departmental Conference Room 11:00 AM - 11 :30 AM HOLD for HUD Blood Drive -- Brooke Mondale 11:30 AM - 12:00 PM MONTHLY MEETING with Ben Hobbs -- SOHUd's office Topic: monthly check- in 3:30 PM - 4:00 PM MEET with Mike and l~b)(6 IMarshall & Grandchildren -- SOHUD's office Origin of request: SOHUD 4:00 PM - 4:30 PM MEET with Secretary Acosta -- SOHUD's office Topic: Davis- Bacon External Attendees: Secretary Acosta, COS Nick Geale AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000161 June 6, 2018 Continued Wednesda 4:45 PM - 5:00 PM Daily Debrief -- SOHUD's office 7:00 PM - 7:30 PM INTERVIEW with WJLA -- 1100 Wilson Blvd., Arlington VA 22209; LEAVETIME 6 PM 10:10 PM - 11:45 PM FLV from DCA to DTW FLY from DCA to DTW on American Airlines FLT # 4497 . Arrive @ DTW at 11 :45 PM. Confirmation: CTESKO AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000162 June 7, 2018 Thursda 12:00 AM - 12:00 AM HOLD for EnVision Center Opening -- Detroit Please See Above 3:30 PM - 5:00 PM FLV from DTW to DCA FLY from DTW to DCA on Delta FLT# 1595. Arrive @ DCA at 5 PM. Confirmation: G988GX 7:00 PM - 9:00 PM AMLf IC/\r-... pVERSIGHT Dinner -- British Ambassadors' Residence , ,~ ( b_ )(_G_ ) -------~ HUD-18-0686-F-000163 June 8, 2018 Frida 10:00 AM - 10:40 AM SPEAK at BPC Event -- Bipartisan Policy Center; 1225 I St NW #1000, Washington, DC 20005 11:15 AM - 11:30 AM Weekly Meeting with Irv Dennis -- SOHUD ' s office 12:45 PM - 1:15 PM SPEAK at Faith and Freedom Coalition ' s 2018 Policy Conference -- Omni Shoreham; 2500 Calvert St NW, Washington, DC 20008 1:30 PM - 2:00 PM Interview with CIO Candidate -- SOHUD's Office 2:00 PM - 2:15 PM MEETwith Len Wolfson -- SOHUD's office 2:15 PM - 2:30 PM PHOTO with FPM Intern -- SOHUD 's office 8:00 PM - 10:00 PM PERSONAL DINNER --_l(b_ )_ (6_ ) _______ AMLf IC/\r-... pVERSIGHT ~ HUD-18-0686-F-000164 June 9, 2018 Saturda 12:00 AM - 12:00 AM 6:00 PM - 8:00 PM DINNE.apitol; 8:00 PM - 8:30 PM RECEPTION-- Capitol; Statuary Hall AMLf IC/\r-... pVERSIGHT LBJ and Mansfield Rooms; Business Attire HUD-18-0686-F-000165 June 10, 2018 Sunda 12:00 AM - 12:00 AM HOLD; Person al - -~~ b_)(6_) __ ~I Please See Above AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000166 June 11, 2018 Monda 9:15 AM - 9:45 AM SPEAK at ODEEO EEO Diversity Conference -- Brooke Mondale 10:00 AM - 10:30 AM Morning Overview -- SOHUD 's office 10:30 AM - 11 :00 AM MEET with Comptroller 11:30AM - 12:00 PM MEET with Brian Montgomery 12:00 PM - 1:00 PM LUNCH 3:00 PM - 3:10 PM CALL with Secretary Ross -- SOHUD 's office; Allie will connect 3:30 PM - 4:00 PM Joseph Otting -- SOHUD's office -- SOHUD's office PRE BRIEF on CALL with Mayor DeBlasio -- SOHUD's office Conference Line: 877-848-7030 Code: 6 f,_b_ )( _) ___ ___, 4:00 PM - 4:10 PM Daily Debrief -- SOHUD 's office 5:00 PM - 8:00 PM HOLD PERSONAL AMLf IC/\r-... pVERSIGHT -l~'.b_)(G) ---~ HUD-18-0686-F-000167 June 12, 2018 Tuesda 10:00 AM - 10:30 AM CALL with Mayor DeBlasio -- SOHUD will be making this call from home Call In Number: 877-336-1839 Access Code : ~l(b_)(G_ l __ ~ Host Code: l~(b-)(6_l _~ 3:30 PM - 4:00 PM Fireside Chat on Health & Housing -- Basement Studio 4:15 PM - 5:00 PM Secretary Initiative Meeting -- Secretary 's Conference Room Topic: Community revitalization S:15 PM - 5:45 PM ATTENioptl- 6:00 PM - 8:00 PM PERSONAL DINNER -- .... 1(b_ )_ (6_ ) _________ AMLf IC/\r-... pVERSIGHT -- 224 C St. NE __, HUD-18-0686-F-000168 June 13, 2018 Wednesda 10:00 AM - 10:15 AM 10:30 AM - 11 :00 AM PRE BRIEF on MEET with Congressman Garrett Graves -- SOHUD's office Risk Review with Adolfo -- SOHUD's office Topic : develop a more structured risk review process to provide risk oversight over the big financial risks inherent in the GNMA guaranty and FHA insurance program 2:00 PM - 2:30 PM BRIEF on Milwaukee -- Secretary's Conference Room Call In Number : 877-336-1839 Access Code: ._fb_)(6_l__ __, 6 Host Code: ~~b)( _) --~ 2:45 PM - 3:15 PM 3:30 PM - 4:00 PM PHOTOS with Interns -- SOHUD 's office MEET with Congressman Garrett Graves (LA-06) -- SOHUD 's office Topics: Issue 1: We want to discuss the slow distribution of Restore LA/CDBG funds. Many will point to the state's slow pace , but there is a HUD component to this pace too. Want to discuss road blocks and sources of delay. Issue 2: Resiliency CDBG was appropriated in February. No guidelines have been published yet in the federal register. Want to discuss the slow process, especially considering we're about to enter hurricane season (also there was a tropical depression in the gulf this week - so we don't really have to be in hurricane season to be concerned about a weather event). Internal Staff: Len, others TBD External Attendees: Rep. Graves; Paul Sawyer, COS AMLf IC/\r-... pVERSIGHT Origin of Request: Rep. Graves requested this meeting HUD-18-0686-F-000169 June 13, 2018 Continued Wednes d a 4:20 PM - 4:30 PM BRIEFon Dallas/Ft. Worth -- **Deputy Secretary 's Conference Room Call In Number: 877-336-1839 Access Code : l(b)(G) .--=====;-----' 5 Host Code : f._b_ )( _l _ _. 4:30 PM - 4:45 PM BRIEFon Pittsburgh -- **Deputy Secretar y' s Conference Room Dial in: 877 -336 -1839 Code: l._ (b-)(6_ ) __ ~ 5:00 PM - 5:05 PM PHOTO with Schraub Family -- SOHUD's office 7:00 PM - 7:30 PM SPEAKat National Hispanic Prayer Breakfast and Conference -- Grand Hyatt Washington ; 1000 H St . NW AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000170 June 14, 2018 Thursda All Day 8:15 AM - 9:25 AM HOLD for SPEAK at Association of Gospel Rescue Missions Annual Convention -- Hilton Milwaukee City Center and Wisconsin Center FLY from BWI to MKE FLY from BWI to MKE on Southwest FLT# 2429. Arrive@ MKE at 9:25 AM. Confirmation: VU6HDG 5:30 PM - 8:20 PM FLY from MKE to DCA FLY from MKE to DCA on Southwest FLT# 2403. Arrive @ DCA at 8:20 PM. Confirmation: VU6HDG AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000171 June 15, 2018 Frida 12:00 AM - 12:00 AM HOLDfor TX All Day HOLDforEVENT -- TBD 1 :00 PM - 4:22 PM FLV from IAD to AUS -- Departing Dulles International Flight UA6150 departs IAD at 1:00 p.m. Jun. 15 arrives AUS at 3:22 p.m. Jun. 15 (times local). Confirmation number: I09H98 Flight number: UA6150 operated by Mesa Airlines dba United Express Aircraft: Embraer ERJ-175 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000172 June 16, 2018 Saturda 12:00 AM - 12:00 AM HOLD for TX Please See Above 8:15 AM -11:22 AM FLV from AUS to IAD -- Departing Austin Flight UA400 departs AUS at 7:15 a.m. Jun. 16 arrives IAD at 11 :22 a.m . Jun. 16 (times local). Confirmation number : I09H98 Flight number: UA400 Aircraft: Airbus A320 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000173 June 18, 2018 Monda All Day HOLD for Pittsburgh 10:30 AM - 11 :00 AM MEET with Amy -- SOHUD 's Office 11:00 AM - 11 :05 AM Call with Kathy Kraninger -- Allie will connect 11:05 AM - 11:15 AM PHOTO with Len's Family -- SOHUD's Office 11:15 AM - 11:45 AM Community Revitalization 11:4 5 AM - 12:45 PM LUNCH -- SOHUD's Office 12:45 PM - 1:00 PM Daily Debrief -- SOHUD's Office 3:00 PM - 6:21 PM FLY from BWI to DFW -- Departing Baltimore/Washington International Discussion -- SOHUD's Office Confirmation : YRNSCD AA Flight 2368 Depart: BWI - Baltimore on Mon 18 Jun 2018 at 03 :00PM Arrive: DFW - Dallas/ Fort Worth on Mon 18 Jun 2018 at 05:21 PM AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000174 June 19, 2018 Tuesda All Day 1:15 PM - 5:16 PM HOLD for Section 3 Training Conference -- Dallas, TX FLY from DFW to DCA FLY from DFW to DCA on American Airlines FLT# 1055. Arrive@ DCA at 5:16 PM. Confirmation: YRNSCD 6:00 PM - 9:00 PM AMLf IC/\r-... pVERSIGHT Private --f~b-)(_6)__________ ~ HUD-18-0686-F-000175 June 20, 2018 Wednesda 9:10 AM - 9:40 AM 1:30 PM - 2:00 PM SPEAK at WH PPO Career SESOrientation Alexandria , VA 22314 -- US Patent and Trademark Office, 600 Dulany Street, MEET with Governor Ernie Fletcher on Recovery KY -- SOHUD's office Topic: Follow up on progress with taking Recovery KY nationally 2:00 PM - 2:4S PM MEET with Mike Nason 3:00 PM - 3:1 S PM PHOTO with New Hires -- SOHUD's office 4:00 PM - 4:30 PM MEETto Discuss Housing Finance Reform -- Secretary's Conference Room 6:30 PM - 9:00 PM (b_ )(_6_ ) ----------~ PERSONAL -- l~ AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000176 June 22, 2018 Frida 8:30 AM - 10:00 AM Breakfast -- Supreme Court 10:30 AM - 12:30 PM MURDER BOARD -- DCR 12:30 PM - 1:30 PM LUNCH 2:00 PM - 2:30 PM Integrity Task Force Update -- SOHUD's office 2:30 PM - 2:35 PM MEET with Len Wolfson -- SOHUD 's office AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000177 June 25, 2018 Monda 10:00 AM - 10:30 AM 10:30 AM - 11 :00 AM Morning Overview -- SOHUD's office CALL with Governor Greg Abbott and Land Commissioner George P. Bush -- SOHUD's office Topic: Texas CDBG-DR Plan Call In Number: 877-336 -1839 Access Code: ~~ b-)(6_ ) --~ Host Code:~l (b-)(6_ ) _~ 11:00 AM - 11 :30 AM HOLD for INTERVIEW with WebMD -- TBD 12:15 PM - 1:15 PM LUNCH with Secretary Perdue -- Secretary 's Dining Room 2:00 PM - 4:00 PM MURDER BOARD -- Departmental 4:15 PM - 4:30 PM INTERVIEW with Breitbart -- SOHUD 's office 4:30 PM - 5:00 PM MEET on Hou sing Choice Vouchers Requirements -- Secretary's Conference Room 5:00 PM - 5:15 PM CALL with Ranking Member Emanuel Cleaver -- SOHUD's office 5:15 PM - 5:30 PM CALL with Jeb Hensarling -- SOHUD ' s office; Allie will connect AMLf IC/\r-... pVERSIGHT Conference Room HUD-18-0686-F-000178 June 25, 2018 Continued Monda 5:45 PM - 5:55 PM AMLf IC/\r-... pVERSIGHT Daily Debrief -- SOHUD's office HUD-18-0686-F-000179 June 27, 2018 Wednesda 10:00 AM - 1:00 PM 3:30 PM - 4:00 PM House Financial Services Committee Hearing -- 2129 Rayburn House Office Building MEET with NMHC Board Members -- SOHUD's Conference Room Topic: Follow-up meeting from Doug Bibby's meeting with SOHUD. Multifamily market trends, solutions to reducing regulatory barriers, and renter demographics. Location: SOHUD's Conference Room External Attendees: Jeff Brodsky , Vice Chairman, The Related Companies http://www.related.com/ Daryl Carter, Chairman and CEO, Avanath Capital Management http://avanath.com/ Jim Schloemer, Chairman and CEO, Continental Properties https://www.cproperties.com/ Ed Madell, Chief Financial Officer, Continental Properties Kimberly Grimm, Executive Vice President of Development & Chief Talent Officer, Continental Properties David Schwartz, Chairman and CEO , Waterton , https://www.waterton.com/ Cindy Chetti , Senior Vice President , NMHC https://www.nmhc.org/ Kimble Ratliff , Senior Director, NMHC David Borsos, Vice President, NMHC Ken Valach, CEO, Trammel Crow Residential https://tcr.com/team member/kenneth-valach/ Internal Staff: Andrew , PHP, Dana Wade , Seth Appleton, Paul Compton AMLf IC/\r-... pVERSIGHT Origin of Request: PHP HUD-18-0686-F-000180 June 27, 2018 Continued We dne sda 8:00 PM - 11:00 PM AMLf IC/\r-... pVERSIGHT PERSONAL HOLD --l.__ (b)_(6_) ____. HUD-18-0686-F-000181 June 28, 2018 Thursda 8:30 AM - 9:30 AM HOLD Breakfast -- Old Ebbitt Grill, 675 15th St NW 10:30 AM - 11 :00 AM MEET with Brian Jack -- SOHUD's office 11:00 AM - 11 :30 AM MEET with Governor Rick Scott -- SOHUD 's office Topic: Discuss distribution of CDBG post- hurricane Irma Location: SOHUD's office Staff: Steph Fila, Len, others TBD External Attendees: Governor Scott, Ann Scott, John Walsh , Director of Federal Affairs Origin of request: Governor Scott's team reached out to Steph Fila POC: John Patrick Walsh 11:30 AM - 11:45 AM BRIEFon Memphis -- Secretary's Conference Room 11:45 AM - 12:00 PM PHOTO with the Pirnie Family -- SOHUD 's Office 1:00 PM - 1:30 PM Press Conference with Gov Rick Scott -- Secretary 's Conference Room 1:30 PM - 2:30 PM INTERVIEW -- 1100 Wilson Ave Arlington AMLf IC/\r-... pVERSIGHT VA HUD-18-0686-F-000182 June 28, 2018 Continued Thursda 3:55 PM - 6:45 PM FLY from DCA to FLL -- Departing Reagan National Itinerary Details (Confirmation WUISAG) Thursday , June 28 , 2018 Depart Washington (Reagan National) (DCA) on Flight 268 at 3:55 PM Arrive in Ft. Lauderdale (FLL) at 6 :45 PM AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000183 June 29, 2018 Frida All Day AMLf IC/\r-... pVERSIGHT HOLD PERSONAL EVENT HUD-18-0686-F-000184 July 2, 2018 Monda All Day HOLD for Memphis 12:22 PM - 2:12 PM FLY from PBI to ATL -- Departing Palm Beach Intl Confirmation #: F58ODW Itinerary Details: Delta Air Lines, Inc. Flight: 845 Departs: Palm Beach Intl on Mon, 02 Jul 2018 12:22 PM Arrives: Hartsfield -Jackson Atlanta Intl on Mon, 02 Jul 2018 2:12 PM Delta Air Lines, Inc. Flight: 1281 Departs: Hartsfield -Jackson Atlanta Intl on Mon, 02 Jul 2018 3:00 PM Arrives: Memphis Intl on Mon, 02 Jul 2018 3:24 PM All times are local. 3:00 PM - 4:24 PM FLY from ATL to MEM -- Departing Hartsfield-Jackson Atlanta Intl Confirmation #: F58ODW Itinerary Details: Delta Air Lines, Inc. Flight: 845 Departs: Palm Beach Intl on Mon, 02 Jul 2018 12:22 PM Arrives: Hartsfield-Jackson Atlanta Intl on Mon, 02 Jul 2018 2:12 PM Delta Air Lines, Inc. Flight: 1281 Departs: Hartsfield-Jackson Atlanta Intl on Mon, 02 Jul 2018 3:00 PM Arrives: Memphis Intl on Mon, 02 Jul 2018 3 :24 PM All times are local. 5:15 PM - 6:15 PM AMLf IC/\r-... pVERSIGHT SPEAKat American Conservative Union Forum -- FedEx Forum, 191 Beale St. Memphis, TN 38103 HUD-18-0686-F-000185 July 3, 2018 Tuesda 6:25 AM - 9:30 AM FLY from MEM to BWI FLY from MEM to BWI on Southwest Airlines FLT#1132. Arrive@ 9:30 AM. Confirmation: LLRRVW 1:30 PM - 2:00 PM Monthly Meeting with Irv Dennis -- SOHUD's office 2:00 PM - 2:20 PM MEET with Dalyn Hinton -- SOHUD's Office 2:30 PM - 2:50 PM PHOTO with Sarah Garza's Family and Drew 's In- Laws -- SOHUD 's Office (b)(6) AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000186 July 5, 2018 Thursda 9:00 AM - 11 :00 AM HOLD PERSONAL 1:15 PM - 1:30 PM PHOTO/MEET with Martine, Victoria and Max Barton & Natalie and Kim Davis -- SOHUD ' s office 2:00 PM - 2:15 PM PHOTO with Joseph Grassi -- SOHUD's Office AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000187 July 6, 2018 Frida 12:15 PM - 12:30 PM PHOTO with Wes and Kelsey Eppele -- SOHUD's Office 12:30 PM - 12:45 PM PHOTO with Family Friend -- SOHUD's Office AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000188 July 9, 2018 Monda 11:15 AM -1 1:30 AM 11:30AM -12:0 0 PM BRIEFon Meeting with Terri Ludwig -- SOHUD's Office MEET with Terri Ludwig of Enterprise Community Partners, Inc. -- SOHUD's office Topics: As suggested by Deputy Secretary Patenaude, Terri Ludwig would like to meet with Secretary Carson to discuss Opportunity Zones and their potential to support affordable housing and community development efforts across the country. The agenda would include: 1. What Enterprise is doing related to Opportunity Zones. 2. How Enterpr ise and HUD can work together on Opportunity Zones to advance common goals. Internal Attendees : PHP, possibly Andrew 1:00 PM - 1:15 PM Mortgage Team MEETING -- SOHUD's office 1:45 PM - 2:00 PM BRIEFon USAI Chinese Student Program -- SOHUD's Office 2:00 PM - 2:30 PM MEET with USAI Chinese Student Program -- Departmental Conference Room External Attendees: fb )(G) I b)(6) AMLf IC/\r-... pVERSIGHT Topic : HUD-18-0686-F-000189 July 9, 2018 Continued Monda Two of China's ongoing HUD-like crises that Dr. Carson might want to address: *Extreme shortage of affordable housing (HUD/Housing issue) ; and *Staggering air pollution (HUD/Urban Develpmt/Physician /Medical issue). AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000190 July 10, 2018 Tuesda 8:45 AM - 9:00 AM Welcoming Remarks at OGC's Field and HQs Managers Training Seminar -- Brooke Mondale A&B 9:00 AM - 9:30 AM Morning Overview -- SOHUD 's office 10:00 AM - 10:15 AM Photo with Jalen Drummond -- SOHUD's Office 10:30 AM - 11 :00 AM MEET with Pam -- SOHUD's Office 12:00 PM - 1:00 PM LUNCH 1:30 PM - 2:00 PM PRE BRIEFon Sarasota -- Secretary's Conference Room; Conference Line in Notes Call in: 877-336-1839 Access Code:~l (b-)(6_ l__ 2:45 PM - 2:55 PM AMLf IC/\r-... pVERSIGHT ~ Daily Debrief -- SOHUD's office HUD-18-0686-F-000191 July 11, 2018 Wednesda 8:00 AM - 10:00 AM PERSONAL -j~ (b-)(-6)--~ 11:00 AM - 11 :30 AM Morning Overview -- SOHUD 's office 1:1S PM - 1:45 PM Section 3 Rule Rewrite Task Force Principal 's Briefing -- SOHUD's Conference Room 1:50 PM - 2:00 PM BRIEFfor Intervie w -- SOHUD's Office 2:00 PM - 3:00 PM HOLD for INTERVIEW -- SOHUD's Conference Room 3:05 PM - 3:15 PM PHOTO with New Hires -- SOHUD ' s office 3:30 PM - 4:00 PM Policy Time -- Ann a Maria Farias -- SOHUD 's office 4:00 PM - 4:20 PM Policy Time - Brian Montgomery 4:20 PM - 5:00 PM Policy Time -- Neal Rackleff -- SOHUD' s office 5:00 PM - 5:20 PM BRIEF on EO -- SOHUD's office 5:15 PM - 5:25 PM Daily Debrief -- SOHUD's office AMLf IC/\r-... pVERSIGHT -- SOHUD's office HUD-18-0686-F-000192 July 12, 2018 Thursda All Day HOLD for Sarasota 10:10 AM - 12 :30 PM FLY from BWI to TPA FLY from BWI to TPA on Southwest FLT# 1738. Arrive@ TPA at 10:10 AM. Confirmation: NHZOAA 8:15 PM - 10:35 PM FLY from TPA to BWI FLY from TPA to BWI on Southwest FLT# 2332. Arrive@ BWI at 10:35 PM. Confirmation: NHZOAA AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000193 July 13, 2018 Frida 9:00 AM - 10:00 AM MEET with Newt Gingrich and Team -- Secretary's Conference Room External Attendees: 1. 2. 3. 4. 5. 6. 10:00 AM - 10:30 AM Newt Gingrich Debbie Myers, Gingrich Productions President & CEO Joe Desantis , Gingrich Productions VP of Public Relations Gerard Robinson Alma Duvall, Gerard Staff Joe Gaylord, Newt's long time advisor HOLD for MEET with Newt Gingrich -- SOHUD's office Topics : Overall vision/ concept ; o o o o o Goals Principles Plans Achievements to date Emerging problems, etc. 11:00AM - 11:15AM Present Brian Montgomery 's Commission -- SOHUD 's office 11:30 AM - 12:00 PM INTERVIEW with Caroline Vanvick, Candidate for Comms -- SOHUD's office 1:00 PM - 1:15 PM Monthly Meeting with Michael Bright -- SOHUD 's office 1:15 PM - 1:30 PM PHOTO with Andrew's Family -- SOHUD's Office 2:00 PM - 2:15 PM BRIEFon Meeting with Australian Assistant Minister Dr. Gillespsie -- SOHUD's Office AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000194 July 13, 2018 Continued Frida 2:15 PM - 2:45 PM MEET with Australian Assistant Minister Dr. David Gillespie -- SOHUD's office Topic: discuss SOHUD's time in Australia as a doctor, as well as his work with children and transitioning from practicing physician to politics. AM Gillespie is also interested in learning more about the programs at HUD designed to assist families . Origin of Request: Embassy of Australia Staff: Matt Hennessy , others TBD 3:55 PM - 6:45 PM FLY from DCA to FLL FLY from DCA to FLL on Southwest FLT# 268. Arrive@ FLL at 6:45 PM. Confirmation : UZHMWW AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000195 July 16, 2018 Monda 7:35 AM - 9:55 AM FLV from PBI to BWI FLY from PBI to BWI on Southwest FLT # 260. Arrive@ BWI at 9:55 AM. Confirmation: V288SK 11:30 AM - 12 :00 PM Secretary's Awards for Public-Philanthropic 2:00 PM - 2:30 PM BRIEFon RAD Conversions -- SOHUD's office 3:00 PM - 3:15 PM POP-IN to Office of Loan Guarantee -- HUD TBD 3:30 PM - 3:45 PM PRE BRIEF on Cleveland -- Secretary 's Conference Room; Conference Line in Notes Partnership s -- Brooke Mondale Call: 877-336-1839 Access Code: l._ (b_)(6_) _ ___, Host Code:l (b)(G) AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000196 July 17, 2018 Tuesda All Day HOLD for OH 7:05 AM - 8:29 AM FLY from DCA to CLE FLY from DCA to CLE on United FLT# 4004. Arrive@ CLE at 8:29 AM. Confirmation: C140LK 3:40 PM - 4:59 PM FLY from CLEto DCA FLY from CLE to DCA on United FLT# 4017. Arrive@ DCA at 4:59 PM. Confirmation: C140LK AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000197 July 19, 2018 Thursda All Day HOLD for Detroit 8:15 AM - 9:44 AM FLY from IAD to DTW FLY from IAD to DTW on United FLT# 6130. Arrive@ DTW at 9:44 AM. Confirmation : C3DP05 4:55 PM - 6:10 PM FLY from FNT to ORD FLY from FNT to ORD on United FLT# 3807. Arrive@ ORD at 5:10 PM. Confirmation : C3DP05 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000198 July 20, 2018 Frida All Day HOLD for CHICAGO All Day HOLD for MEET with Rep. Quigley 2:35 PM - 5:40 PM FLY from MDW to FLL -- Departing Chicago (Midway) Southwest Itinerary Details (Confirmation JVl3FG) Friday , July 20, 2018 Depart Chicago (Midway) (MDW) on Flight 2346 at 1 :35 PM CT Arrive in Ft. Lauderdale (FLL) at 5:40 PM AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000199 July 24, 2018 Tuesda 9:30 AM - 10:00 AM HOLD 10:00 AM - 10:15 AM PHOTO with FPM Interns -- SOHUD's office 11:00 AM - 11 :30 AM PREVIEW on Section 3 with Russel Vought , Deputy Director at 0MB -- SOHUD's office 11:45 AM - 12:00 PM CALL with Senator Bob Dole -- SOHUD's office; Allie will connect 1:30 PM - 2:00 PM Team Meeting -- 2116 3:30 PM - 4:00 PM kb .... MEET with Joyce Greene and ... )(.,_6.,_ ) _____ __,1 --SOHUD's office Origin of Request: SOHUD AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000200 July 25, 2018 Wednesda 8:15 AM -10:00 AM HOLD for Holocaust Museum Visit -- Holocaust Museum 10:30 AM - 11 :00 AM CALL with Bill Ford -- SOHUD ' s office ; Allie will connect 1:00 PM - 4:30 PM HOLD PERSONAL- SOHUD OUT OF OFFICE 4:30 PM - 5:00 PM Personal Call AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000201 July 26, 2018 Thursda 10:00 AM - 10:30 AM .. MEET with BFC Partners - - SOHUD 's office Donald Capoccia , BFC Alex Yulfo, BFC Mike McSherry 11:00 AM - 11:30 AM ______________________ voucher program at Talladega College T__ o.._p ___ ic__ : HUD tu ition Origin of Request: Dr. Hawkins reached out to Andrew 11:30 AM - 11 :40 AM Photo with Ammon Simon -- SOHUD's Office 2:30 PM - 3:00 PM MEET to discussPolicy Initiatives -- SOHUD's Office 3:30 PM - 4:00 PM MEET and Greet with Chris Herbert -- SOHUD's Office AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000202 July 27, 2018 Frida 9:00 AM - 9:30 AM HUD Policy Council Meeting -- SOHUD's office; Conference Line Review of policy submissions Conference Line: 877-848-7030 6 Code :f~ b-)(_l__ ~ Host Code: 1.(b-)(G __ )__ _, 9:30 AM - 10:00 AM MEET with Chairman Archer of the Archer Fellows -- SOHUD's Conference Room 10:00 AM - 10:15 AM MEET with Judi Jones -- SOHUD's office 10:30 AM - 11 :00 AM Update on Los Angeles - - SOHUD's office; Conference Line o Conference Line: 877-848-7030 Code: l(b)(G) '------;:====::::::!.,_---, 5 HostCode 1~ (b-)(-l --~ 11:30 AM - 11 :45 AM BRIEF on Denver -- Secretary's Conference Room; Conference Line Dial 877-336-1839 _____ Coderb)(G) ....., Host (b)(G) 11:45 AM -12:00 PM BRIEF on New Mexico - - Secretary's Conference Room; Conference Line Dial 877-336-1839 Code f.__ b)_(6 _l AMLf IC/\r-... pVERSIGHT _ ____. HUD-18-0686-F-000203 July 30, 2018 Monda 9:00 AM - 9:30 AM CALLwith 0MB Director Mick Mulvaney Dial in: 877-336 -18 39 Code:kb )(6) Host Code (Andrew is host) : l(b)(6) I 9:40 AM - 1:55 PM FLY from FLLto DEN FLY from FLL to DEN on Southwest FLT# 2109. Arrive@ DEN at 11 :55 AM. Confirmation: PN8AXL 3:25 PM - 4:45 PM FLY from DEN to ABQ FLY from DEN to ABO on United FLT# 2297. Arrive@ ABO at 4:45 PM. Confirmation: N36XH1 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000204 July 31, 2018 Tuesda All Day HOLDforABQ 4:15 PM - 9:55 PM FLY from ABQ to BWI FLY from ABO to BWI on Southwest FLT# 2377. Arrive@ BWI at 9:55 PM. Confirmation: MC84PX AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000205 August 2, 2018 Thursda All Day HOLD for FL 6:25 AM - 9:12 AM FLY from IAD to MIA FLY from IAD to MIA on American Airlines FLT# 2727. Arrive@ MIA at 9:12 AM. Confirmation: YEVNNP 3:45 PM - 6:22 PM FLY from MIA to IAD FLY from MIA to IAD on American Airlines FLT# 2478 . Arrive@ IAD at 6:22 PM. Confirmation: YEVNNP AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000206 August 3, 2018 Frida 10:00 AM - 11 :00 AM SPEAK at 2018 Congressional Summer Intern Lecture Series -- Capitol; Congressional Auditorium Capitol Visitor Center 11:30 AM - 11 :45 AM 1:00 PM - 1:30 PM RECORDVIDEO -- 10th Floor Studio MONTHLY MEETING wit h Ben Hobbs -- SOHUd's office Topic : monthly check- in 1:30 PM - 2:00 PM HOLD INTERVIEW - - SOHUD's office 2:00 PM - 2:1 S PM MEETwith Mason, Andrew and Drew -- SOHUD's office 2:30 PM - 3:00 PM MEET with John Gibbs -- SOHUD's office 3:1 S PM - 3:30 PM PHOTO -- SOHUD's office AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000207 of the August 4, 2018 Saturda All Day AMLf IC/\r-... pVERSIGHT HOLD PERSONAL - - ..... l(b_ )(6_ ) - HUD-18-0686-F-000208 August 6, 2018 Monda All Day HOLD for FL- FAHRO 12:49 PM - 2:59 PM FLY from IAD to MCO FLY from IAD to MCO on United FLT# 778. Arrive@ MCO@ 2:59 PM. Confirmation: D4LRDE 7:03 PM - 9:20 PM FLY from MCO to IAD FLY from MCO to IAD on United FLT# 2009. Arrive@ IAD at 9:20 PM. Confirmation: D4LRDE AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000209 August 7, 2018 Tuesda 9:30 AM - 10:00 AM HOLD for Interview with Scheduling Candidate -- SOHUD's office 11:30AM - 12:00 PM MEET on HUD Inspection Problems -- SOHUD's office 12:00 PM - 1:00 PM LUNCH 1:00 PM - 1:30 PM Monthly Meeting with Irv Dennis -- SOHUD's office 3:30 PM - 4:00 PM ATTEND Closing Ceremony for White House Fellows -- Decatur House on Lafayette Square (748 Jackson Place N.W.) 2nd floor AMLf IC/\r-... pVERSIGHT .. HUD-18-0686-F-000210 August 9, 2018 Thursda 9:10 AM - 9:25 AM PHOTO with Evonne Heredia's Family -- SOHUD's office 9:30 AM - 10:00 AM MEET 10:00 AM - 10:10 AM .Mo Jom aad o~;d Hom, of Chk,go Ho~;,g Authority -- SOHUD', offk, PHOTO with White House Interns, DOJ Political -- SOHUD's Office WHI : Bret Johannesen David Maryash DOJ: Bill Maloney 10:10 AM - 10:40 AM 1:00 PM - 3:35 PM MEET on Regulatory Reform -- Secretary 's Conference Room FLV from BWI to FLL FLY from BWI to FLL on South west FLT# 762. Arrive@ FLL at 3:35 PM. Confirmation : SY6P82 6:30 PM - 10:00 PM AMLf IC/\r-... pVERSIGHT 6 PERSONAL -- .... l(b_)_ ( _l ______________ __. HUD-18-0686-F-000211 August 10, 2018 Frida All Day SOHUD in FL 3:00 PM - 3:30 PM MEDIA INTERVIEW - WSJ -- Dial - In : TBD AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000212 August 11, 2018 Saturda 5:55 PM - 8:15 PM FLV from PBI to BWI FLY from PBI to BWI on Southwest FLT# 3432. Arrive@ BWI at 8:15 PM. Confirmation :T67M63 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000213 August 12, 2018 Sunda 1:30 PM - 4:00 PM AMLf IC/\r-... pVERSIGHT ATTEND: Hamilt o n Th e Mu sical -- Kenn edy Cent er HUD-18-0686-F-000214 August 13, 2018 Monda 8:30 AM - 9:00 AM RADIO INTERVIEW with John Fredericks (WNIS) - - SOHUD 's office Topic : AFFH 10:45 AM - 11 :00 AM RECORDVIDEO -- 10th Floor Studio 11:30AM - 12:00 PM PREBRIEFon Federal Housing Finance Oversight Board Meeting -- SOHUD' s office 12:00 PM - 1:00 PM LUNCH 1:30 PM - 1:45 PM MEETwith Paul Compton - - SOHUD 's Office 2:00 PM - 2:15 PM CALL with Senator Mike Lee -- SOHUD 's office; Sarah will connect Topic : SOHUD wanted to call Senator Lee regarding our upcoming act ion on the AFFH rule. 3:00 PM - 4:30 PM AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000215 August 14, 2018 Tuesda 8:30 AM - 8:45 AM RADIO INTERVIEW with the Stever Gruber Show (Lansing, Ml) -- SOHUD's office Topic: AFFH 9:30 AM - 9:45 AM RADIO INTERVIEW with Mark Davis -- SOHUD's office AFFH 10:00 AM - 10:15 AM 10:20 AM - 10:40 AM WALKTHROUGH Exec Sec - - Exec Sec; 10th Floor RADIO INTERVIEW with LA Morning Answer -- SOHUD's office Topic: AFFH 10:45 AM - 11 :00 AM RADIO INTERVIEW with The Frank Beckmann Show - - SOHUD 's office Topic : AFFH 11:30AM - 12:00 PM SPEAK to Regional Public Affairs Officers -- 6202 12:00 PM - 1:00 PM LUNCH 1:00 PM - 1:30 PM MEET with Richard Youngblood -- SOHUD's office Topic : Discuss faith-based groups being barred from participating in HUD grant programs 1:30 PM - 2:00 PM M edia Training with OPA -- 10th Floor Studio Topic: Prepping for upcoming interviews related to affordable housing and homelessness 2:00 PM - 2:30 PM PREBRIEFon MEETINGwith Federal Reserve Chairman Jerome Powell -- SOHUD's office 2:45 PM - 3:00 PM MEET with Len Wolfson -- SOHUD 's office AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000216 August 14, 2018 Continued Tuesda 3:45 PM - 4:00 PM RADIO INTERVIEW with Stacy On the Right -- SOHUD's office Topic: AFFH AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000217 August 15, 2018 Wednesda 9:00 AM - 9:30 AM Morning Overview -- SOHUD's office 11:00AM - 11:15AM CALLwith Secretary Steve Preston -- SOHUD 's office; Sarah will connect Topic: Secretary Preston would like to inform SOHUD of a project he is working on that will intersect with some of HUD's work Origin of Request: Preston reached out to Jacie and Andrew , Andrew approved the call 11:45 AM - 12:00 PM PHOTO with Adolfo Marzol's Family -- SOHUD's Office 12:00 PM - 1:00 PM LUNCH 1:00 PM - 1:30 PM RECORD PODCAST on Affordable Housing -- 10th Floor Studio 2:15 PM - 2:45 PM MEET AND GREETwith Guards -- North and South Lobbie s 3:30 PM - 4:00 PM MEET with Ben Hobbs -- SOHUD's office 4:00 PM - 4:10 PM Daily Debrief -- SOHUD's office 6:00 PM - 8:00 PM PERSONAL Event AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000218 August 17, 2018 Frida 8:00 AM - 9:00 AM PERSONAL --~l (b_ )(_6 )_~ 10:12 AM - 10:30 AM RADIO INTERVIEW with Jim and Jayme on Arizona Morning News -- SOHUD' s office Friday, August 17@ 10:12am EDT/ RADIO INTERVIEW With Jim and Jayme on Arizona Morning News Regarding affordable housing Location: SOHUD office Contact: Jeremy Foster, jfoster@ktar.com Call in#: 602 -263 -8011 10:30 AM - 10:45 AM RADIO INTERVIEW with Brian Kilmeade -- SOHUD 's office Friday, August 17@ 10:34am EDT/ RADIO INTERVIEW With Brian Kilmeade on FoxNews radio Regarding affordable housing Location: SOHUD office Contact: Alyson Mansfield Scott , Alyson.Mansfield@foxnews.com Call in#: 212-938-157 4 10:45 AM - 11 :00 AM 11:30AM - 12:00 PM RADIO INTERVIEW with The Shelley Wynter Show -- SOHUD's office INTERVIEW with Fox Business - - 10th Floor Studio Fox Business hit with Stuart Varney Topic: AFFH and affordable housing AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000219 August 17, 2018 Continued Frida 12:00 PM - 12:45 PM LUNCH 12:45 PM - 1:00 PM PRE BRIEF on CALL with Gov . Abbott -- SOHUD's Office 1:00 PM - 1:15 PM CALL with Governor Greg Abbott -- SOHUD's office 1:15 PM - 1:20 PM MEET with Intern Richard Manjarres -- SOHUD's Office 2:00 PM - 2:15 PM PRE BRIEF on Pittsburgh -- Secretary.s Conference Room Dial 877-336-1839 Code .__~b )_(6 _ l ____.~ 2:15 PM - 2:30 PM PRE BRIEF on Atlanta -- Secretary's Conference Room Call: 877-336 -1839 Access Code: ._l (b_ J(_6l__ _. Host Code: f.__b )_(6_l ____. 2:30 PM - 2:45 PM MEET RE Historic Designation -- Secretary's Conference Room Dial-in: 877-848- 7030 Code:f.__b l_(6_ l _ __. HC: l(b)(6) 2:50 PM - 3:20 PM AMLf IC/\r-... pVERSIGHT MEET with Neal Rackleff -- SOHUD's Office HUD-18-0686-F-000220 August 18, 2018 Saturda 12:00 AM - 12:00 AM AMLf IC/\r-... pVERSIGHT HOLD for Personal Event HUD-18-0686-F-000221 August 19, 2018 Sunda 12:00 AM - 12:00 AM HOLD for Personal Event Please See Above AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000222 August 20, 2018 Monda All Day HOLD for Pittsburgh 8:45 AM - 9:43 AM FLY from IAD to PIT FLY from IAD to PIT on United FLT# 6110. Arrive@ PIT at 9:43 AM. Confirmation: A9437J 4:59 PM - 6:44 PM FLY from PIT to ATL FLY from PIT to ATL on Delta FLT# 1549. Arrive@ ATL at 6:44 PM. Confirmation: GSIQH3 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000223 August 21, 2018 Tuesda All Day HOLDforATL 5:08 PM - 7:04 PM FLY from ATL to IAD FLY from ATL to IAD on Delta FLT# 1442. Arrive@ IAD at 7:04 PM. Confirmation: GSIQH3 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000224 August 23, 2018 Thursda 10:30 AM - 11 :00 AM 12:00 PM - 1:00 PM MONTHLY MEETING with Matt Ammon -- SOHUD's office LUNCH with Mick Mulvane y and 0MB Staff -- Secretary 's Dining Room 0MB Director Mick Mulvaney Kathy Kraninger Irv Dennis Seth Appleton SOHUD DepSec Andrew 2:00 PM - 2:15 PM POP- IN with Zach Parkinson, WH Comms -- SOHUD's office 2:30 PM - 3:00 PM Policy Time with Matt Hunter -- SOHUD's office 1. The progress on the FQMRs 2. FPM Standard Operating Protocols 3. Update on the Regional Administrators AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000225 August 24, 2018 Frida 10:30 AM - 11 :00 AM WALKTHROUGH OSPM Office -- 10160 11:00 AM - 11 :30 AM MEET with CIO Dav id Chow -- SOHUD's Office 11:30AM - 12:00 PM MEET with Chad Cowan -- SOHUD's Office 1:00 PM - 1:30 PM HOLD for NTERVIEW with WUSA9 -- SOHUD ' s office Topic : rate of landlords taking hous ing vouchers 1:30 PM - 2:00 PM AMLf IC/\r-... pVERSIGHT MEET with John Bravacos -- SOHUD's Office HUD-18-0686-F-000226 August 25, 2018 Saturda 12:00 AM - 12:00 AM AMLf IC/\r-... pVERSIGHT HOLD for Personal Event HUD-18-0686-F-000227 August 26, 2018 Sunda 12:00 AM - 12:00 AM HOLD for Personal Event Please See Above AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000228 August 28, 2018 Tuesda 9:00 AM - 10:00 AM REAC Physical Inspection Unit Walkthrough 10:30 AM - 11 :00 AM MEET with Andrew, Dana Wade and Adolfo -- SOHUD's office 11:30AM-12:00 WALKTHROUGH CIO Office -- 4156 PM -- ~~b_ )_(6_) ______________ 12:00 PM - 1:00 PM LUNCH 1:00 PM - 1:15 PM MEET with Aida Rodriguez RE Politico Pro -- SOHUD's office AMLf IC/\r-... pVERSIGHT ~ HUD-18-0686-F-000229 August 30, 2018 Thursda 12:00 PM - 12:50 PM LUNCH with WH Comms -- Secretary's Dining Room Attendees: Mercy Schlapp, Sarah Sanders, Bill McGinley, Amy Thompson, SOHUD, Andrew Hughes, Seth Appleton, Raffi Williams, Drew McCall Dietary Restrictions: NONE 12:55 PM - 1:15 PM SPEAK to Political Team -- Departmental Conference Room 3:40 PM - 6:25 PM FLY from DCA to FLL FLY from DCA to FLL on Southwest FLT #568. Arrive @ FLL at 6:25 PM. Confirmation: NFL3E8 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000230 August 31, 2018 Frida 12:00 AM - 12:00 AM AMLf IC/\r-... pVERSIGHT SOHUD IN FL HUD-18-0686-F-000231 September 1, 2018 Saturda All Day SOHUD IN FL Please See Above AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000232 September 2, 2018 Sunda All Day SOHUD IN FL Please See Above AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000233 September 3, 2018 Monda 12:00 AM - 12:00 AM SOHUD IN FL Please See Above All Day AMLf IC/\r-... pVERSIGHT LABOR DAV HUD-18-0686-F-000234 September 4, 2018 Tuesda 6:30 AM - 8:50 AM FLV from PBI to BWI FLY from PBI to BWI on Southwest FLT #5885. Arrive@ BWI at 8:50 AM. Confirmation: NFL3E8 1:00 PM - 1:45 PM RA's VTC Senior Staff Meeting -- Secretary's Conference Room 1:30 PM - 2:15 PM Senior Staff Meeting (Monthly) 2:00 PM - 2:30 PM MEETwith Andrew -- SOHUD's office AMLf IC/\r-... pVERSIGHT -- Secretary's Conference Room HUD-18-0686-F-000235 September 5, 2018 Wednesda 10:30 AM - 11 :00 AM MEET with Dr. Richard Besser, President and CEO of Robert Wood Johnson Foundation -- SOHUD 's office Topic: discuss ways the RWJ Foundation can support the Secretary 's policy agenda. Internal Attendees: DepSec , Andrew, Fonz External Attendees: Dr. Richard Besser, Giridhar Mallya (Senior Policy Officer), Kimberly Elliott (Director of Public Policy), Robin Elizabeth Mockenhaupt, Chief of Staff Origin of Meeting: DepSec *NOTES* - Dr. Besser was a pediatric intern that cared for twins Carson separated at Johns Hopkins and was the Chief Resident in Pediatrics there when Carson was the head of Pediatric Neurosurgery. 11:00 AM -11:30 AM MEET RE Risk Share -- Secretary's Conference Room 11:30AM - 1:00 PM LUNCH -- The Monacle 2:00 PM - 2:45 PM BUDGET MEETING -- Secretary's Conference Room AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000236 September 6, 2018 Thursda 10:00 AM - 10:30 AM MEET with John Garvin, GDAS Prospect -- SOHUD's office 12:00 PM - 1:00 PM LUNCH with Congressman Denny Heck (D-WA) -- House Dining Room 1:15 PM - 1:30 PM PRE BRIEF on MEETING with Ridgway White -- SOHUD's office 1:30 PM - 2:00 PM MEET with Ridgway White, President of the Mott Foundation -- SOHUD's office Topic: Introductions (5 minutes) o o o o Ridgway White gives overview of Mott Foundation (5 minutes) Discussion on Flint water crisis and Mott Foundation efforts (5 minutes) Ridgway White discusses Opportunity Zone issue (see below) (10 minutes) Secretary Carson opportunity to ask questions (10 minutes ) Location: SOHUD 's office External Attendees : Ridgway White , Sandra Swirsky from Urban Swirsky Internal Attendees: Alfonso Costa , Dana Wade , others TBD Origin of Request: Cindy Campbell , Fonz and Dana approved meeting 2:00 PM - 3:00 PM White House Visit -- EEOB,Indian Treaty Room, Room 474 3:25 PM - 3:30 PM PRE BRIEF on CALLwith Governor Mapp - - SOHUD 's office 3:30 PM - 3:45 PM CALLwith Governor Mapp -- SOHUD 's office; Sarah will connect AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000237 September 6, 2018 Continued Thursda 3:45 PM - 4:00 PM PRE BRIEF on Columbus -- Secretary's Conference Room Dial-in : 877-848- 7030 (b_)(G_ ) _ Code: .__l __. Host Code:~ 4:15 PM - 4:45 PM SPEAK/POP-IN to Ginnie Mae 50th Anniversary Party -- Ginnie Mae; 425 3rd St SW, Washington, DC 20024 Origin of Request: Maren Kasper Topic : stop by and say hello to the GM team AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000238 September 7, 2018 Frida All Day COLUMBUS, OH 8 :20 AM - 9:34 AM FLY from IAD to CMH FLY from IAD to CMH on United FLT# 6248. Arrive@ CMH at 9:34 AM. Confirmation : 11YVYK 2:45 PM - 4:04 PM FLY from CMH to IAD FLY from CMH to IAD on United FLT# 6162 . Arrive @ IAD at 4:04 PM. Confirmation : 11YVYK AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000239 September 10, 2018 Monda 9:00 AM - 9:30 AM SPEAK at PHADA Legislative Forum -- Hyatt Capitol Hill 12:00 PM - 12:30 PM SPEAK at HUD Remembers 9/11 Event -- Brooke - Mondale 12:30 PM - 1:00 PM LUNCH 1:00 PM - 2:00 PM HOLD for INTERVIEW -- Trinity Broadcasting Network -- Newseum; 555 Pennsylvania Ave . 3:10 PM - 3:20 PM CALL with Bill McGinley -- 5OHUD's office Dial-in : (202) 881-8486. 3:20 PM - 3:35 PM AMLf IC/\r-... pVERSIGHT RECORDVIDEO -- 10th Floor Studio HUD-18-0686-F-000240 September 11, 2018 Tuesda 9:00 AM - 10:30 AM SPEAK at Dover Air Force Base Fire Department 9/11 Ceremony and Tour Base -- Dover AFB; 442 13th St, Dover , DE 19902 2:00 PM - 2:45 PM PRINCIPAL' S MEETING on HURRICANE RESPONSE-- WH Situation Room AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000241 September 12, 2018 Wednesda 9:45 AM - 10:00 AM 11:00 AM - 11 :30 AM PRE BRIEF on CALLS with Governors -- SOHUD's office MONTHLY MEETING with Ben Hobb s -- SOHUd's office Topic : monthly check - in 12:00 PM - 1:00 PM LUNCH 1:15 PM - 1:30 PM CALL with Governor Henry McMaster (SC) -- SOHUD ' s office; Sarah will connect 1:30 PM - 2:00 PM TOUR FEMA NRCC with Secretary Neilsen -- 500 C St. SW 2:30 PM - 2:45 PM CALL with Governor Roy Cooper (NC) -- SOHUD's office; Sarah will connect 3:00 PM - 3:10 PM CALL with Paul Compton -- SOHUD's office; Sarah will connect 3:15 PM - 3:45 PM MEETwi th Pastors Jessip, Martinez , Scarborough, Simmons, Smith and Doraisamy -- SOHUD 's office Topic: discuss ideas about community development Origin of Request: SOHUD asked for this meeting External Attendees: Kevin Jessip , Troy Martinez, Rick Scarborough, Richard Simmons, Tom Smith and Raj Doraisamy 4:45 PM - 5:00 PM CALL with Governor Ralph Northam (VA) -- SOHUD's office; Sarah will connect 5:00 PM - 6:00 PM ATTEND Reception in Honor of Congres sional Medal of Honor Recipi ent s -- The White House; Southeast Entrance AMLf IC/\r-... pVERSIGHT o HUD-18-0686-F-000242 September 12, 2018 Continued Wednesda 6:00 PM - 9:00 PM AMLf IC/\r-... pVERSIGHT HOLD for Personal Event HUD-18-0686-F-000243 September 13, 2018 Continued Thursda 4:15 PM - 4:30 PM CALL with Senator Tim Scott (SC) -- SOHUD's office or CAR Dial-in : 843-343-4990 4:30 PM - 4:45 PM CALL with Senator Thom Tillis (NC) -- SOHUD's office; Sarah will connect 7:00 PM - 8:30 PM ATTEND Committee for a Responsible Federal Budget Annual Dinner -- Liaison Capitol Hill; 415 New Jersey Ave . NW - Cocktail Reception at 5:30 PM. Dinner and Speaking Program at 7 PM AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000244 September 14, 2018 Frida 9:00 AM - 9:15 AM MEET with Dana Wade -- SOHUD's office 10:00 AM - 10:30 AM SPEAK at National Multifamily Wharf Street, SW 10:45 AM - 11 :00 AM MEET with Pam -- SOHUD's offic e 11:00 AM - 11 :30 AM MEETING -- SOHUD's office 11:30 AM - 12:00 PM MEET RECDBG-DR Grants -- SOHUD's office Housing Council Fall Meeting -- lnterContinental at the Wharf ; 801 Topics: SOHUD wants to convene a meeting to discuss how to get cost reasonablene ss assessment s paid for by the grantee s included in CDBGDR grant agreements . 1:15 PM - 1:30 PM CALL with Congressman David Rouzer (NC-07 ) -- SOHUD' s office; Sarah will connect 1:30 PM - 1:45 PM CALL w ith Mayor Eddie Deloach of Savannah , GA -- SOHUD's office ; Sarah w ill connect 1:55 PM - 2:10 PM CALL with Congre ssman David Price (NC-04) -- SOHUD's office; Sarah will connect 2:30 PM - 2:45 PM CALL with Governor Jim Justice (WV) -- SOHUD's offi ce; Sarah w ill connect AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000245 September 18, 2018 Tuesda 9:00 AM - 9:30 AM Morning Overview -- SOHUD's office 9:30 AM - 9:45 AM CALLto SPEAKto Stakeholders -- SOHUD's office o SOHUD will speak to 300 stakeholders and the Lt. Governor of PR about what HUD is doing in PR. Dial-in : 877-369-5243 Leader's code: ~## 10:00 AM - 10:15 AM 10:30 AM - 11 :00 AM PHOTO with Dana Wade and Brittany Walker -- SOHUD 's Office MEET with Irv Dennis -- SOHUD 's office Topic: updates on Irv's trips to PR and USVI , as well as update on the GSA COE Initiat ive 12:00 PM - 1:00 PM LUNCH 1:00 PM - 1:30 PM Senior Staff Meeting -- Secretary 's Conference Room 2:00 PM - 2:30 PM CALLwith Mike Nason -- SOHUD's office - SOHUD will dial Nason SOHUD will dial Nason (949)973-1380 2:30 PM - 2:45 PM PRE BRIEF on Austin -- Secretary's Conference Room Call-in: (877)848 -7030 Code: 6 f~b)_( _) -~ HC: l(b)(6) AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000246 September 18, 2018 Continued Tuesda 2:45 PM - 3:00 PM PREBRIEFon PR -- Secretary's Conference Room Call-in : (877)848-7030 Code: l~ (b-)(6_)__ ~ HC:fb)(6) 3:1 S PM - 3:25 PM 3:30 PM - 3:40 PM Daily Debrief -- SOHUD's office MEET on CPD -- SOHUD's Office *10 minute meeting 4:30 PM - 5:00 PM CALL with Andrew Bremberg -- Andrew's Office Call-in: (877)873 -8017 Group code: l(b)(6) ~-=====:;----' 6 Hostcode~l(b-)(_l_~ AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000247 September 19, 2018 Wednesda All Day Austin 8:25 AM - 10:50 AM FLY from BWI to AUS FLY from BWI to AUS on Southwest FLT# 3716. Arrive at AUS at 10:50 AM. Confirmation: TVZ3SV 4:00 PM - 8:07 PM FLV from AUS to IAD FLY from AUS to IAD on United FLT# 6150. Arrive@ IAD at 8:07 PM. Confirmation: L7D9XC AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000248 September 20, 2018 Thursda All Day HOLD for Puerto Rico 7:00 AM - 9 :30 AM HOLD for FLY from AAFB to PR AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000249 September 21, 2018 Continued Frida "Please arrive at least 20 minutes early to the Regency Gallery (the hallway outside the Regency Ballroom) ." POC: Suzanne Bowdey , (202)624 -3027 Attached is a map to the loading dock , where he can park to avoid all of the people. AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000250 September 22, 2018 Saturda 12:00 AM - 12:00 AM 6:15 PM - 12:00 AM SOHUD OUT OF OFFICE FLY from IAD to COG -- Departing Dulles Air France Flight #AF55 Record Locator : PPWUNE Depart: IAD 6:15PM (Local time) Arrive: COG 7:45PM (Local time) AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000251 September 23, 2018 Sunda All Day SOHUD OUT OF OFFICE Please See Above 12:00AM -1:45 AM 3:20 AM - 5:35 AM FLV from IAD to CDG -- Departing Dulles Please See Above FLV from CDG to NAP -- Departing Charles De Gaulle Air France Flight #AF1178 Record Locator: PPWUNE Depart: COG 9:20PM (Local time) Arrive: NAP 11 :35PM (Local time) AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000252 September 24, 2018 Monda All Day SOHUD OUT OF OFFICE Please See Above AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000253 September 25, 2018 Tuesda All Day SOHUD OUT OF OFFICE Please See Above AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000254 September 26, 2018 Wednesda All Day SOHUD OUT OF OFFICE Please See Above AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000255 September 27, 2018 Thursda All Day SOHUD OUT OF OFFICE Please See Above AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000256 September 28, 2018 Frida All Day SOHUD OUT OF OFFICE Please See Above AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000257 September 29, 2018 Saturda All Day SOHUD OUT OF OFFICE Please See Above AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000258 September 30, 2018 Sunda 12:00 AM - 12:00 AM SOHUD OUT OF OFFICE Please See Above 6:30 AM - 8:50 AM FLV from NAP to COG -- Departing from Capodichino Arpt Air France Flight #AF1179 Record Locator: PPWUNE Depart: NAP 12:30PM (Local time) Arrive: COG 2:50PM (Local time) 10:20 AM - 6:50 PM FLV from COG to IAD -- Departing Charles De Gaulle Air France Flight #AF26 Record Locator: PPWUNE Depart: COG 4:20PM (Local time) Arrive: IAD 6:50PM (Local time) 10:25 PM - 11:22 PM FLV from IAD to PIT -- Departing from Dulles United Airlines Flight #1979 Confirmation #G2797K Depart IAD at 10 :25 PM Arrive at PIT at 11 :22 PM AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000259 October 1, 2018 Monda All Day HOLD for Personal Event - - .._l (b_ )(_6)___ 4:35 PM - 5:35 PM FLY from PIT to BWI -- Departing from Pittsburgh _. FLY from PIT to BWI on South west FLT #3992 . Arrive@ BWI at 5:35 PM. CONF # : LUAC72 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000260 October 2, 2018 Tuesda 8:30 AM - 8:45 AM Video Recording for Domestic Violence Awareness Month - - 10th Floor Studio, HUD Origin of Request: Caitlin Thompson Script: Pending 9:30 AM - 10:00 AM Briefing on San Diego Mayor -- SOHUD's Conference Room 10:00 AM - 10:30 AM MEET i'" o;,go Mayo, K.,;n ''""-" -- SOHUD'o Conferena Room --------'T--"o"""p"'"'ica..a.: Mayor Faulconer would like to discuss the City of San Diego's work to preserve and increase affordable housing as well as prevent homelessness within the city . Specifically , the Mayor would like to discuss some of the innovative solutions raised during recent meetings in San Diego with Deputy Secretary Patenaude and Regional Administrator Stracner. Attached to this invite is the white paper that details the "asks" that came out of these discussions. A call is being scheduled for next week with HUD regional and HQ officials next week to further refine the points before the meeting. Internal Staff: External Attendees: Rick Gentry - San Diego Housing Commission President and CEO; Patrick Bouteller - City of San Diego Director of Government Relations ; Pamela Welsh - Squire Patton Boggs ; Matthew Awbrey - City of San Diego Chief of Civic and External Affairs; Aimee Faucett - Mayor 's Chief of Staff Origin of Request: Pamela Welsh of Squire Patton Boggs reached out to Jacie on August 31. Kelsie followed up and scheduled on September 21. AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000261 October 3, 2018 Wednesda 9:00 AM - 10:00 AM COFFEEwith Chairman Jeb Hensarling -- Chairman Hensarling 's Office, Rayburn HOB, 2228 Independence Ave SW, Washington, DC 20515 10:00 AM - 10:15 AM Meeting with Alfred Pollard (FHFA) 11:00AM-1 PRE-BRIEF: Lansing/Detroit 1:15AM -- SOHUD's Conference Room Dial: 877 -336 -1839 Code: f~b )_(G_ ) -~ 8 77 -336 -1839 :,__ (b )_(6_) 1 _.r o 11:15 AM -1 1:45 AM PRE-BRIEF: PCC on Finance Reform -- SOHUD's Office 11:45 AM - 12:00 PM PHOTO with Matthew Phoenix -- SOHUD's Office 12:00 PM - 12:4 5 PM LUNCH -- SOHUD Office 12:45 PM - 1:00 PM Weekly Compliance Meeting -- SOHUD's Office 1:00 PM - 1:30 PM CALL: Business Council Prep Call Between Secretary Carson and Sara Eisen Business Council Prep Call Between Secretary Carson and Sara Eisen : PH : 877 -939 -6205, passcodel (b)(G) I 1:30 PM - 2:00 PM MEET with Robert Broeksmit, President and CEO of Mortgag e Bankers Association -- SOHUD's Office Topic: Discuss policies and programs of HUD that are critically important to MBA members , and discuss future cooperation. Internal Staff: AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000262 October 3, 2018 Continued Wednesda External Attendees: Dan Fichtler , Director of Housing Finance Policy Origin of Request: Keitha reached out to Jacie; Jacie forwarded to Kelsie to set up. POC: Keitha M. Bell Executive Assistant to Robert D. Broeksmit , CMB Executive Coordinator I Office of the President Mortgage Bankers Association 1919 M Street NW, 5th Floor I Washington, DC 20036 TEL: (202) 557-2703 2:00 PM - 2:30 PM I FAX: (202) 289-3943 I kbell@mba.org MEET with Lewis Ranieri -- SOHUD"s Office Topic: Lewis Ranieri is known as the "Father of Mortgage Backed Securities ." He is the founding partner and chairman of "Ranieri Partners ." Internal Staff: External Attendees: Mark Goldhaber Origin of Request: Andrew Hughes asked Jacie to set up a meeting on September 13 after the Dep Sec requested it. Kelsie followed -up and scheduled on September 21. AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000263 October 3, 2018 Continued Wednesda Lucia Barcklow Executive Assistant to Lewis Ranieri Ranieri Partners Management LLC Phone: (212) 558-2062 Phone: (516) 745-7606 )(G_ ) ____ Work Cell: .__rb- __, Fax: (516) 745-6787 luciab@ranieripartners.com 2:40 PM - 3:00 PM INTERVIEW with Fox News radio -- (On drive to VASH event) 2:40 PM/ RADIO INTERVIEW Todd Starnes , Fox News Radio Secretary Carson will discuss how HUD serves veterans Call-in: TBD Contact: Anastasia.Goldberg@FOXNEWS.COM Caitlin will dial from limo. 3:00 PM - 4:00 PM SPEAKat HUD VASH Event with Secretary Robert Wilkie -- VA Community and Referral Center; 1500 Franklin St. NE 20018 o POCs for VA: Communications Traci Scott, OSVA Strategic Sha-Ron Haddock, acting social work supervisor, will serve as homeless services point of contact Marvin Cornish , Protocol Officer, DC VAMC AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000264 October 3, 2018 Continued Wednesda Gloria Hairston , Dir, Office of Public Affairs & Community Relations, DC VAMC Rebecca Sheetz , Network Homeless Coordinator VISN 5 Monica Diaz, Executive Dir, VHA Homeless Program Office Ann Dunn, Deputy Dir, VHA Homeless Program Office HUD POCs : Ben Demarzo@ Benjamin.e.demarzo@hud.gov Raphael Williams@ Raphael.L.Williams@hud.gov Caitlin Thompson@ Caitlin.H.Thompson@hud.gov Michael Kelley@ Michael.J.Kelley@hud.gov Victoria Coressel@ Victoria.J.Coressel@hud.gov 6:30 PM - 9:00 PM AMLf IC/\r-... pVERSIGHT ATTEND Jazz Reception Ft. The Kyoko Oyobe Trio -- Residence of the Ambassador of Japan* b)(6) ~) I ~-~ HUD-18-0686-F-000265 October 4, 2018 Thursda All Day Lansing, Ml and Detroit, Ml 8:25 AM - 9 :51 AM FLY from IAD to DTW (Departing from Dulles) - - UA 6130 http://images.concurcompleat.com/BCD/flight Flight Total duration 1 h 26 min icon.png United Airlines UA6130 Airline Record Locator FQMZEE Loyalty Number f,_~_ )(6_ ) ___ ___. IAD http://images.concurcompleat.com/BCD/flight 1 h 26 min 382 miles 615 kilometers duration icon v2.png DTW Dulles Intl Washington , District of Columbia , United States Wayne County Detroit, Michigan, United States Departure Seat Arrival Thursday October 4 2018 17C (Non smoking) Confirmed Thursday October 4 2018 8:25 AM Economy 9:51 AM Weather Confirmed North Terminal Weather AMLf IC/\r-... pVERSIGHT http://images.concurcompleat.com/BCD/small gray plane.png *Operated By: Mesa Airlines Dba United Express CO2 Emissions: 168.08 lbs/76.4 kgs HUD-18-0686-F-000266 October 4, 2018 Continued Thursday Non-stop October 5, 2018 Frida All Day Detroit, Ml 10:35 AM - 11:10 AM Business Council Fireside Chat o o o Details: "The fireside chat --------------.......... between Sec Carson and Sara Eisen will take place on Friday, October 5 ~ at 10:35am until 11 :10am . Secretary Carson is invited to join us for the entire program October 4-5 and is included in the reception /dinner on October 4 if he is available. If he prefers to just participate on Friday, I would be sure to have him at the hotel no later than 9:15am . This would give him an opportunity to get situated and meet some of the CEOs in the group during the break , and get his microphone and meet up with Sara. I keep the program on time but sometimes we run ahead of schedule. We have a similar group of CEOs but our meetings are completely off the record , closed press and we do not lobby. The fireside chat format is intended to be very relaxed and informative ." Sara Eisen of CNBC is the moderator . Secretary Carson is welcome to bring Mrs. Carson . As a Speaker he is welcome to come to all or just his part of the meeting. Point of Contact: Adrienne Ball (Logistics) aball@businesscouncil.com Marlene Colucci EXECUTIVE DIRECTOR http://www .businesscouncil.com / AMLf IC/\r-... pVERSIGHT T: 202-298-7650 HUD-18-0686-F-000268 October 5, 2018 Continued Frida C :l(b)(6) F: 202-785-0296 2:50 PM - 4:25 PM FLY from DTW to IAD (Departing from Detroit) http:// images.concurcompleat.com / BCD/summary.png Travel Summary Date From/To Flight/Vendor Status Depart /Arrive Class/Type Baggage Allowance 10/04/2018 IAD-MSP UA 6283* Confirmed 08:25 AM/ 10:01 AM Economy /Y OPC 10/04/2018 MSP-DTW DL 22 Confirmed 02:21 PM/05 :00 PM Economy /Y OPC 10/04/2018 OTT Marriott at Renaissance Center Confirmed 10/04-1 0/05 10/05/2018 DTW-IAD UA 6032* Confirmed 02:50 PM/04 :25 PM Economy /Y OPC http:// images.concurcompleat.com /BCD/flight icon.png Flight Total duration 1 h 35 min AMLf IC/\r-... pVERSIGHT United Airlines UA6032 HUD-18-0686-F-000269 October 5, 2018 Continued Frida Airline Record Locator FQMZEE Loyalty Numberl (b)(G) I DTW http://images.concurcompleat.com/BCD/flight duration icon v2.png 1 h 35 min 382 miles 615 kilometers IAD Wayne County Detroit, Michigan, United States Dulles Intl Washington, District of Columbia , United States Departure Seat Arrival Friday October 5 2018 16A (Non smoking) Confirmed Friday October 5 2018 2:50 PM Economy 4:25 PM North Terminal Weather Confirmed Weather http://images.concurcompleat.com/BCD/small gray plane.png *Operated By: Mesa Airlines Dba United Express CO2 Emissions: 168.08 lbs/76.4 kgs Non-stop AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000270 October 9, 2018 Tuesda 9:30 AM - 10:00 AM Senior Executive Leadership Briefing -- Brooke-Mondale - HUD 10:30 AM - 10:45 AM PRE-BRIEF - Indianapolis -- SOHUD's Conference Room Dial-in #: (877)848-7030 Access code: 11:00 AM - 11 :30 AM 6 l._ (b-)(_ l___ _. MEET with John Lettieri, President and CEO of Economic Innovation Group -- SOHUD's office Topic : Opportunity Zones Location : Secretary's Conference Room External Attendees: John Lettieri, Ja 'Ron Smith , others TBD Internal Attendees: Andrew , Fonz, Dana, Ben Hobbs Origin of Request: Fonz 11:45 AM - 12:45 PM LUNCH with Congressman Michael Turner -- Capitol Hill Club Outside Attendees: Jeffrey Wilson , LD of Congressman Turner 1:00 PM - 1:30 PM Briefing on Nationwide Results of 2018 Point in Time -- SOHUD 's Conference Room Topic : ?Each January, communities across the country conduct a single night homeless count of unsheltered and sheltered persons. It is called the Point in Time count (PIT). This information is submitted to HUD and then made public through media and the HUD Exchange. We would like to brief the leadership regarding the results of the 2018 PIT count. It is traditionally a very ?orchestrated? release of the national results , and is currently embargoed information. In addition to the SOHUD and DepSec , it wou ld be helpful for the discussion on rollout strategy to include Senior representation from CIR, PDR and OPA at the briefing.? AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000271 October 9, 2018 Continued Tuesda 2:00 PM - 2:30 PM 3:30 PM - 4:00 PM 4:30 PM - 5:00 PM MEET with Chris Bourne -- SOHUD's Office INTERVIEW with Washington Examiner -- SOHUD's Office Topic : YIMBY and increasing affordable housing Reporter: Joe Lawler AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000272 October 10, 2018 We dne sda All Day 8:00 AM - 10:00 AM Indianapoli s, IN Flight Dulles IAD to Indianapolis IND -- United 3951 Airline Record Locator DK4GJ5 2:3 5 PM - 4:15 PM Flight Indianap o li s IND to Dull es IAD -- United 492 3 Airline Record Locator DK4GJ5 6:00 PM - 9:3 0 PM Person al Eve nt -l(b )(6) (b)(6) AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000273 October 11, 2018 Thursda 8:30 AM - 9:00 AM Overview of HUD 's New Website -- SOHUD's Office Origin : Amy Thompson (Launch of website is Monday 10/15) 9:00 AM - 9:30 AM SPEAKat PD&R 2018 HHS-HUD - USDA Central Office Meeting : Housing, Health and Community Living to, Pei _____ w;th o o;QbUhy ,nd Olde, Ad"lt, LMng ;n """' AmeriQ -- B,~ko Mond,le, HUD T_o_p~ic_: Remarks at 2018 HHS-HUD-USDA Central Office Meeting . Agenda attached to this invite. Origin of Request: Cheryl Davies reached out to Jacie; Jacie forwarded to Kelsie to set up. Confirmed on 9/21 /18. POC: Carol Shapiro Star Director, Program Evaluation Division Office of Policy, Development and Research U.S. Department of Housing and Urban Developmen t 451 7th Street SW, Room 8120 Washington, DC 2041 O Telephone: 202.402.6139 carol.s.star@hud.gov AMLf IC/\r-... pVERSIGHT Cheryl Davies HUD-18-0686-F-000274 October 11, 2018 Continued Thursda 202-402- 7036 Cheryl.a.davies@hud.gov 9:45 AM - 10:00 AM PRE-BRIEF: North Carolina -- SOHUD 's Conference Room Dial-in #: (877)848 -7030 b_ l( _l _~ Access code: ~f 6 10:00 AM - 10:30 AM Biweekly White House Liaison Meeting -- SOHUD's office 10:50 AM - 11 :00 AM OGC's Ethics Training Video Recording -- 10th Floor Studio, HUD POC: Caitlin Thompson 11:00 AM - 11 :30 AM HOLD - Interview with One America News Network - - HUD 10th Floor Studio Topic: Recent HUD-VASH announcement & HUD's impact on veterans . Origin: Caitlin Thompson Awaiting confirmation from OAN. 11:30 AM - 11 :50 AM ___________ T.;;...o=p"'"i;;..;;c~: Intentions of newly revived Promise Keepers organization to reach the underprivileged communities in the United States. Attendees:Chairman of Promise Keepers , Kenneth Raymond Harrison ; and CEO & Founder of The Tempus Collaborative , Ryan Higgins AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000275 October 11, 2018 Continued Thursda Point of Contact: Ryan Higgins 202-813-9012 Ryan@The T empus.com Origin of Meeting: Ryan reached out to Andrew in August, Andrew to Jacie, Kelsie followed up. 12:59 PM - 6:34 PM FLY from DCA to MAF (To Midland, Texas) -- AA1002, AA5985 http:// images.concurcompleat.com /BCD/flight icon.png Flight Total duration 5 h 34 min American Airlines AA1002 Airline Record Locator TPPUHX Loyalty Number l(b)( 6 ) I DCA http:// images.concurcompleat.com /BC D/flight duration icon v2.png 3 h 22 min 1189 miles 1913 kilometers DFW Ronald Reagan National Washington , District of Columbia , United States Dallas/Ft Worth Intl Dallas/Fort Worth , Texas , United States AMLf IC/\r-... pVERSIGHT Departure Seat Arrival Thursday HUD-18-0686-F-000276 October 11, 2018 Continued Thursda October 11 2018 Weather 03A (Non smoking, Window) Confirmed Thursday October 11 2018 Weather 12:59 PM First 3:21 PM Terminal C Confirmed http:// images.concurcompleat.com /BCD/small gray plane.png CO2 Emissions: 523.16 lbs/237.8 kgs Non-stop http:// images.concurcompleat.com /BCD/flight icon.png Layover 1 h 4 min American Airlines AA5985 Airline Record Locator TPPUHX Loyalty Number ~b)(6) I DFW http:// images.concurcompleat.com /BCD/flight duration icon v2.png 1 h 9 min 308 miles 496 kilometers MAF Dallas/Ft Worth Intl Dallas/ Fort Worth , Texas, United States Odessa Regional Midland, Texas , United States AMERIC/\r-... pVERSIGHT Departure Seat Arrival Thursday October 11 2018 HUD-18-0686-F-000277 October 11, 2018 Continued Thursda Weather 02A (Non smoking, Window) Confirmed Thursday October 11 2018 Weather 4:25 PM First 5:34 PM Confirmed http://images.concurcompleat.com/BCD/small gray plane.png *Operated By: Mesa Airlines As American Eagle CO2 Emissions: 135.52 lbs/61.6 kgs Non-stop AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000278 October 12, 2018 Frida All Day Midland , Texas 3:10 PM - 8:21 PM FLY from MAF to IAD (From Midland , Texas) -- UA6292, UA321 http://images.concurcompleat.com/BCD/fliqht icon.png Flight Total duration 5 h 1O min https://BCD.CompleatTrip.com/AttachmentDownload/MessageHistoryAtta chmentDownload/?pnrld=873408916232896&messageld= 616ea41 b-5931-4409-a950-fa7f9f5d45aa&fileName=RJTX1 I Air MAFIAH UA6292 12OCT.ics&agencyld=30&header=Flight%3a+UA+6292% 2fUA+321 +-+M idland+arrive+ Was hi ngton+via+Houston+-+ Vendor +Locator% 3a+P9TGLR++for+CARSONSR%2fBENJAMIN+S Not working? United Airlines UA6292 Airline Record Locator P9TGLR Online check-in Loyalty Number! .-(b-)(6-) ----. MAF http://images.concurcompleat.com/BCD/flight 1 h 29 min 428 miles 689 kilometers IAH Odessa Regional Midland, Texas, United States George Bush lntercntl Houston, Texas, United States AMLf IC/\r-... pVERSIGHT duration icon v2.png Departure Seat Arrival Friday October 12 2018 Weather 15A (Non smoking) Confirmed Friday October 12 2018 Weather HUD-18-0686-F-000279 October 12, 2018 Continued Frida 2:10 PM Economy 3:39 PM Confirmed Terminal B http://images.concurcompleat.com/BCD/small gray plane.png *Operated By: Mesa Airlines Dba United Express CO2 Emissions: 188.32 lbs/85.6 kgs Non-stop http://images.concurcompleat.com/BCD/flight Layover 0 h 46 min icon.png United Airlines UA321 Airline Record Locator P9TGLR Online check-in 6 Loyalty Numberl..... (b-)( _l ___ ____, IAH http://images.concurcompleat.com/BCD/flight duration icon v2.png 2 h 56 min 1188 miles 1911 kilometers IAD George Bush lntercntl Houston , Texas , United States Dulles Intl Washington, District of Columbia , United States AMERIC/\r-... pVERSIGHT Departure Seat Arrival Friday October 12 2018 Weather 03A (Non smoking) Confirmed Friday October 12 2018 Weather HUD-18-0686-F-000280 October 12, 2018 Continued Frida 4:25 PM Business 8:21 PM Terminal C Confirmed http://images.concurcompleat.com/BCD/small CO2 Emissions: 522.72 lbs/237.6 kgs Non-stop AMERIC/\r-... pVERSIGHT gray plane.png HUD-18-0686-F-000281 October 13, 2018 Saturda 4:30 PM - 5:00 PM AMLf IC/\r-... pVERSIGHT Persona l Eve nt -- ~b)(6) HUD-18-0686-F-000282 October 15, 2018 Monda All Day Raleigh, North Carolina 6:45 AM - 7:00 AM RADIO INTERVIEW with Tyler Cralle WAAV 980AM North Carolina -- (Caitlin will conference you in on Drive to DCA) 6:45am-7:00am I RADIO INTERVIEW Radio Interview with Tyler Cralle of WAAV 980AM Location: Limo on drive to DCA (Caitlin will conference you in) Contact: Caitlin Thomps on, HUD Press Secretary Cell: ~l(b_)(G_ ) ---~ Backup: Direct Call-in (910) 763-4000 7:30 AM - 9:05 AM FLY from DCA-ILM (To North Carolina) - - AA5165 American Airlines AA5165 Airline Record Locator UMGIEU Loyalty Number f~~)(6_ l __ ...., DCA http:// images.concurcompleat.com /BCD/flight duration icon v2.png 1 h 35 min 320 miles 515 kilometers ILM Ronald Reagan National Washington, District of Columbia , United States New Hanover County Wilmington , North Carolina, United States AMLf IC/\r-... pVERSIGHT Departure Seat Arrival Monday October 15 2018 Weather 07 A (Non smoking, Window) Confirmed Monday October 15 2018 HUD-18-0686-F-000283 October 15, 2018 Continued Monda Weather 7:30 AM Economy 9:05 AM Terminal C Confirmed http:// images.concurcompleat.com /BCD/small gray plane.png *Operated By: Psa Airlines As American Eagle CO2 Emissions: 140.8 lbs/64 kgs Non-stop 2:45 PM - 3:57 PM FLY from RDU-IAD {From North Carolina) - - UA1803 http:// images.concurcompleat.com /BCD/flight icon.png Flight Total duration 1h12min United Airlines UA1803 Airline Record Locator GW89W6 Loyalty Numberrb)(6) I RDU http:// images.concurcompleat.com /BCD/fliqht duration icon v2.png 1h12min 224 miles 360 kilometers IAD Raleigh-Durham International Airport Raleigh / Durham, North Carolina, United States Dulles Intl Washington, District of Columbia , United States AMLf IC/\r-... pVERSIGHT Departure Seat Arrival Monday October 15 2018 Weather 35A (Non smoking) Confirmed Monday HUD-18-0686-F-000284 October 15, 2018 Continued Monda October 15 2018 Weather 2:45 PM Economy 3:57 PM Terminal 2 Confirmed http:// images.concurcompleat.com /BCD/small gray plane.png CO2 Emissions: 123.2 lbs/56 kgs Non-stop AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000285 October 16, 2018 Tuesda 9:00 AM - 2:30 PM Personal Event -- ~l (b_ )(_G_ ) --------------------~ 3:30 PM - 4:00 PM Monthly Meeting with Ben Hobbs -- SOHUD's Office 4:00 PM - 4:15 PM PRE-BRIEF: Andrew Olmem/NEC Priorities -- SOHUD 'S Office 4:15 PM - 5:15 PM Mandatory Meeting to DiscussWork Requirements -- Secretary's Conference Room If you cannot attend, please dial in: Dial-in#: (877)848-7030 Access code: l(b)(6) I 4:15 PM - 4:30 PM PRE-BRIEF: Rep. Barbara Lee (D-CA) Re. Approps Letter -- SOHUD's Office 5:00 PM - 6:00 PM MEET with Andrew Olmem on NEC Priorities -- SOHUD's Office Topic: NEC 2019 Policy Priorities Origin: Jeremy requested through Andrew; Andrew sent to Kelsie 6:00 PM - 6:30 PM .. CALL with Rep. Barbara Lee (D-CA) -- Phone Call _____ T~o __ p_ic~: Attached letter to appropriators requesting allocating $10 million to reimburse Public Housing Authorities out of the 2019 THUD funding bill. Origin: Zach Barnes to Kelsie ; Kelsie to Andrew ; Andrew to Seth. POC: Zach Barnes: Zachary.C.Barnes@hud.gov Call: 202-402-6356 (Sarah Garza) ; she will connect you. AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000286 October 16, 2013 Continued Tuesday October 18, 2018 Thursda 9:30 AM - 10:00 AM Walk the Halls -- CFO Office, 3126 Requestor : Andrew/Drew 10:00 AM - 10:15 AM Update on Policy -- SOHUD's Office 10:30 AM - 11 :00 AM RECORDVIDEO for Washington Policy Center -- 10th Floor HUD Studio Origin: Ratti requested ; Kelsie scheduled. 11:15 AM - 11:45 AM Meet with Irv Dennis -- SOHUD's Office Requestor : Andrew Hughes 11:45 AM -12:45 PM LUNCH 12:45 PM - 1:30 PM BRIEFING on Upcoming Stakeholder Engagements -- SOHUD's Office Please use this time to go over your weekly/monthly updates with the Secretary as well. 1:30 PM - 2:00 PM Off-the - Record Roundtable -- SOHUD 's Office With conservative journalist. More info pending. Origin: Raffi 2:30 PM - 3:00 PM AMLf IC/\r-... pVERSIGHT .. OPENING REMARKS: HUD CFOI Conference Call: Learning Lead and Living Healthy -- Secretary's Conference Room _____ ..;;.P...;;u=r~p~o~s~e..a...: To announce disseminate information to faith and community-based leaders and non-prof it organizations assisting communities with understanding and reducing the harmful impact of HUD-18-0686-F-000288 October 18, 2018 Continued Thursda household lead on children and families. See more information attached. Audience: Faith and community leaders and non-profit organizations. Origin: BJ Douglass requested through Jacie; Kelsie scheduled 3:00 PM - 3:30 PM Call with Lindsey Allen/OGC -- Dial-in info below Dial-in : (877)848-7030 6 >( _>__ Access code: ._r_ 6:00 PM - 9:00 PM _.. FLIGHT from IAD to FLL -- From IAD to FLL Confirmation #: VMSM7Z Flight #168 departs IAD at 6:00 PM and arrives at FLL at 9:00 PM AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000289 October 19, 2013 F?day ?ll Day Personal Travel October 22, 2018 Monda 7:25 AM - 9:50 AM FLY West Palm PBI to Baltimore BWI - - Southwest 1815 October 22 PBI http ://res. ifly .southwest.com/res/southwe BWI West Palm Beach to Baltimore Confirmation # QPAF5J Confirmation date: 10/ 16/2018 rt prod2/ico-plane. png PASSENGER Benjamin Carson Your itinerary Flight: Monday, 10/22/2018 Est. Travel Time: 2h 25m FLIGHT # 1815 DEPARTS PBI07:25AM West Palm Beach http://res.ifly.southwest.com/res/southwe rt prod2/ico-plane. png ARRIVES BWI09:S0AM Baltimore 12:00 PM - 1:00 PM 1:00 PM - 1:15 PM LUNCH RECORDVIDEO for American Council on Science and Health -- 10th Floor HUD Studio Origin: Ratti requested ; Kelsie scheduled. 1:15 PM - 1:30 PM RECORDAUDIO for RX for HUD -- SOHUD's Office 3:00 PM - 3:30 PM MONTHLY MEETING with Matt Ammon -- SOHUD's office AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000291 October 23, 2018 Tuesda 8:40 AM - 9:15 AM REMA. Stakeholder Engagement -- Departamental Conference Room ____ ____.T"""'o'"""p"""'ic...,: OPA is putting together weekly coffee events with stakeholder groups, which the Secretary and Deputy Secretary will participate in briefly depending on their availability. Each event will take place in the Departmental Conference Room from 8 :30-9:30am. The Secretary 's time commitment will be 8:40-9:1Sam, which includes 15 minutes of remarks. Draft agenda is below , and the Stakeholder Engagement plan is attached. This particular stakeholder engagement is for Policy Groups : I. Research & Policy Institutes a. Invitees: American Action Network , Competitive Enterprise Institute, FreedomWorks , R Street Institute , Heritage , Americans for Limited Government , AEI , CATO , ATR , Conservative Partnership Institute , ALEC b. Date: October 23 rd c. Time: 8 :30-9:30am d. Location: HUD Departmental Conference Room e. OPA Lead: Caroline Vanvick Running Time: 1 hour Start: 8:30am End: 9:30am Location: Departmental Conference Room Set up: 8:00am-8:30am: OPA arrives. Sets up GPA-provided coffee , pasteries, and room. EVENT SCHEDULE: AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000292 October 23, 2018 Continued Tuesda 8:30am-8:40am : Attendee Arrival, meet and greet. (10 minutes) 8:40am-8:45am: Welcome from OPA , attendee self-introductions (5 minutes) 8:45am-9:00am: Remarks from SOHUD or DSOHUD (15 minutes) 9:00am-9:15am: Mingle with SOHUD or DSOHUD (15 minutes) 9:15am: HUD Principal leaves 9:15am-9:25am : OPA opens floor to attendees for any updates/ announcements , thank you from OPA (10 minutes) 9:25am-9:30am: Event winds down , say good byes (5 minutes) 9:30am-9:45am: OPA breaks down event and cleans up. (15 minutes) POC: AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000293 October 23, 2018 Continued Tuesda Caroline Vanvick U.S. Department of Housing and Urban Development Office of Public Affairs W: 202-402-7294 1C:_fb)_(6_) --~I IE:caroline.g.vanvick@hud.gov Origin: Caroline to Kelsie and Amy ; approved by Andrew. 9:30 AM - 10:00 AM REMA.repareAthon Fair for National PreparednessMonth -- Brooke-Mondale Auditorium., HUD _______ D__ e__ ta__ i....... 1s __ : September is National Preparedness Month . This year the entire Department including the Regional and Field Offices will be participating in PrepareAthon, a national community -based campaign for action to "Be Smart , Take Part and Prepare" for local disasters. Here at HUD Headquarters we will be hosting a PrepareAthon Fair in the BrookeMondale Auditorium. This year HUD's goal is to increase awareness amongst our HUD family , stakeholders, and communities we serve . The 2017 Hurricane Season and Wildfires were devastating experiences for millions of Americans , with more disaster survivors registering for assistance than the previous 10 years combined. HUD disaster recovery staff have been actively involved and has served in all affected communities since August 2017. The Secretary of HUD is committed to ensuring that All HUD employees are ready to respond to any emergency event to safeguard our families, friends and communities before , during and after a disaster or an emergency event. 1. The Round Table Discussion will begin with Opening Remarks at 9 :30 in the Brook Mondale Auditorium 2. The Discussion on "Be, Smart , Take Part and Prepare will go from 10am to 1050am AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000294 October 23, 2018 Continued Tuesda 3. A Look to the Future , this discussion will go from 11am to 1150am 4. The Vendor Table set will also run from 9:30am to noon - in Auditorium C Origin: Jacie forwarded to Kelsie POC: Annette Mitchell (x5783) 11:15 AM -11:45 AM SPEAK at the Milken Institute 2018 Future of Health Summit -- Ritz-Carlton West End; 11 SO 22nd St NW, Washington, DC 20037 12:00 PM - 1:00 PM LUNCH with Congressman Clay (D}(MO - 1) - - Secretary 's Dining Room Dietary restrictions: None FINAL HEADCOUNT: 4 External quests: Congressman Clay Internal guests: SOHUD , Len, and Seth 2:00 PM - 2:30 PM PRE-BRIEF: Call with Mayor Deblasio - - SOHUD 's Office 2:30 PM - 2:45 PM CALLwith Mayor Deblasio -- Sarah will Transfer Confirmed Origin: Connor. Approved by Andrew and Paul. POC: Jonathan Viguers: JViguers@cityhall.nyc.gov Matthew McNally: MMcNally@cityhall.nyc.gov AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000295 October 23, 2018 Continued Tuesda 3:00 PM - 3:30 PM Monthly Meeting with Paul Compton -- Secretary's Office 3:30 PM - 4:00 PM TV INTERVIEW - Bloomberg -- 10th Floor Studio, HUD Reporter: Bloomberg 's Kevin Cirilli Topic: The interview will be about the Secretary 's priorities . OPA worked with the reporter to get an outline of the questions that will be asked. Below you will find the questions , OPA is developing answers. - RAD: private sector's involvement in the public-private partnership ; 100,000 unit milestone , potential graphic from Texas or another data point ; how has the private sector helped to garner $6 billion in investment ; bipartisan program; will this be eventually made permanent? - Yes In My Backyard ; local zoning regulatory issues ; Right to Build issues ; Los Angeles as the example ; - Changes to Affirmatively Furthering Fair Housing (AFFH) rule timeline ... 50th anniversary of Fair Housing Act (this is likely where a follow-up would be asked about his conversations regarding race with the president) - Are there any concerns with Chinese investment , or how China is rebuilding their middle-class housing , importance of US to keep pace?. Debt as an issue as a whole -- particularly in rent v. buy as well as in terms of helping the middle class - Congressional appetite for GSE reform in the new Congress; ultimately , Fannie Mae and Freddie Mac should conservatorship end ; working with FHFA on Housing reform ; FHFA successor timeline - HUD political appointee leave the agency and now go to work at Dept. of Interior as acting IG? - Puerto Rico recovery : how are you working to avoid corruption? $20 billion to Puerto Rico for long-term housing and infrastructure ; new FHA financing options, including Disaster standalone Partial Claim" for disaster victims who are rebuilding or buying another home - Veterans mortgages , ways HUD is trying to help veterans , loans to vets Origin: Raffi 4:30 PM - 4:40 PM AMLf IC/\r-... pVERSIGHT Daily Debrief -- SOHUD's Office HUD-18-0686-F-000296 October 23, 2018 Continued Tuesda 6:00 PM - 9:00 PM Dear Mr. Secretary and Mrs. Carson, The Ambassador of the State of Kuwait and Mrs. Salem AI-Sabah hope that you can join them at a Gala Dinner that they are hosting for UNHCR at their embassy residence on October 23, 2018. At the event , Second Lady Karen Pence will be the Guest of Honor and Humanitarian Award Recipient and Vice President Mike Pence will deliver Keynote Remarks. Additional details are in the attached invitation. The favor of a response is kindly requested by September 14, 2018. Thank you. Sincerely, Fay McLaren Fay McLaren Off ice of the Ambassador Embassy of the State of Kuwait Washington, DC Emai I: fmclaren@kuwaitembassy.us Tel: (202) 966 -6731 Fax: (202) 364-2868 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000297 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT W AS H ING TO N, DC 204 10- 30 00 OFFICE OF ADMINISTRATION The U.S. Department of Housing PrepareAthon Fair 2018 Tuesday, October 23, 2018 9:30 a.m. - 12 noon Vendor/Presenter Registration Form Vender/Presenter Person(s) Name (Please list someone we will be able to reach the week of October 19 th and day of event) Organization Name Address, City, State, Zip Code Cell No. Telephone No. Email Address Website Address Please list the names and phone numbers of Booth Staff: Please list any special equipment needed , if any (i.e., access to electrical outlets): AMERIC/\r-... pVERSIGHT www.hud.gov espanol.hud.gov HUD-18-0686-F-000298 Brieflydescribethe type of screening/serviceyou will be providingat the fair: Please return via email to: Department of Housing and Urban Development E. Annette Mitch ell Email Address: Annett e.M itchell@hud .gov Telephone Number: 202.402.5783 For supplydelivery (if applicable), pleasemail to: Department of Housing and Urban Development c/o E. Annette Mitchell 451 7th Street SW, Room 6282 Washington, DC 20410 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000299 INFORMATION FOR GOVERNMMENT INVITEES The following information is provided for government officials invited to attend Business Council receptions and dinners to assist them, and their designated ethics officials, in determining whether their acceptance of the invitation would comply with applicable gift, conflicts of interest and other ethicsrelated laws, rules and policies. Included below is the information typically sought in connection with making these determinations, but if any additional informa tion is required, please contact the Business Council's Executive Director, Marlene M. Colucci, at 202.298.7650 or mcolucci@businesscouncil.com. o The Business Council ("Council") is a membership organization comprised of chief executive officers representing a cross-section of Fortune 500 companies (membership list attached). It is a nonprofit corporation exempt from taxation under Section 501(c)(6) of the Internal Revenue Code. o The purpose of the Council is to provide its membership with a medium to interact, share information and exchange views regarding corporate "best practices" and consequential public policy issues. In regards to the latter, the Council seeks to enhance member understanding and facilitate a constructive dialogue that will lead members to reach a consensus position. The Council accomplishes this t hrough its sponsorship of three programs a year, each focused on a different issue. Each program includes a reception immediately followed by a dinner for Council members and guests. o In addition to Council members, other attendees typically include Council staff, and a number of "special guests," who are invited because of their expertise and experience to present their perspective on the program top ic and to engage with Council members. The Council's special guests have included high-level government officials (e.g., senior White House and Cabinet officials and members of Congress), noted academics, scientists, and physicians, and other leading business and social innovators. o The Council is not a federal ly registered lobbying organization. It does not advocate for or against any policy or position; rather, it serves as a catalyst for promoting informed discussion and developing a consensus view among members on select public policy issues. o Invitat ions to Council dinners and receptions are extended by Council staff or designated Council members acting as such -- not by lob byists or other th ird parties . o Those attending Council dinners and receptions are generally accompanied by a spouse or other guest. o All event costs are paid with Council dues and by no other persons (i.e., individu als, corporation or organizations). Tickets are not sold for Council events, and there is no charge or registration fee for attendance. The combined estimated fair market value, based on the per person cost, of t he food and refreshment offered at the dinner and reception on Thursday evening is approximately [$130.00]. o Government attendees are not provided or reimbursed for their travel to the event. AMEf IC/\r-... pVERSIGHT HUD-18-0686-F-000300 D-1 8-0686-F-000301 b )> !~1 1 1 1 1 1 CHA G> :c etllCAGO HOUSING AUTHORITY ~ Honorable U.S. Secretary of Housing and Urban Development Dr. Benjamin S. Carson, Sr., M.D Information and General Presentation Chicago Housing Authority August10,2018 HUD-18-0686-F-000302 Cl-l~O. WOUSING (:J'j~ ITV ~,,,Agenda ~ I. Overview of the Authority CHA Partnerships and lnnovationAsset Quality and Operational Performance2017 Financial Results 5-Year Capital and Operating ProgramTransaction OverviewConclusion HUD-18-0686-F-000303 2 b )> !~1 1 1 1 1 1 CHA G> :c etllCAGO HOUSING AUTHORITY ~ II. Overview of the Authority HUD-18-0686-F-000304 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ Authority History and Profile ~ HUD-18-0686-F-000305 o CHA was established by the City of Chicago (the "City") as a municipal corporation and a body both corporate and politic in 1937Established for the purposes of engaging in the development, acquisition, leasing, operation and administration of a low-rent housing program and other federally assisted programsBoard of Commissioners is composed of eight Commissioners appointed by the Mayor and approved by City Council CHA provides homes to more than 60,000 fami lies and individuals, while investing in and supporting healthy communities in neighborhoods throughout the CityCHA has utilized the flexibility of the Moving To Work ("MTW") agreement to test innovative, locallydesigned strategies that use federal dollars to more efficiently help residents become self-sufficient and to increase housing choices for low-income families 4 CHA (ll-.uuGll HOUSING -i Mission and Vision MissionTo levera the ower of affordable decent safe and stable housin to hel communities thrive and low- income families increase their otential for Ion -term economic success and a sustained hi of life VisionFoster an innovative diverse namic and roductive team that works in collaborative and res ectful environment towards a shared vision of exceHence Cl-l ~ O. WOUSI N G (:J'j~ ITV _ / ~ CHA as a Moving to Work Agency ~ o The Authority is one of nearly 40 public housing agencies participating in HUD's MTW Demonstration ProgramThe Authority 's origiinal MTW Demonstration Agreement was executed with HUD in February 2000 .-and was amended and restated in 2008Congress ,. ~.W. ,;.--- .... extended the Authority's agreement through 2028MTW I << "'" '. .o "V"C ,}i ... -ff . - . . , f 7 6 _.,.,. ._,. ~ 6 . A .a _.. Agreement gives the Authority latitude in implementing ,...- ~ '(/ .,,,... 1 o ' ~ I,~ . ... ,...., its Transformation PlanGives exemptions from many -, . . \.o ., . . .,. i I existing public housing and voucher rules and more ' I,\ "'' l'fl ' flexibility with how they use Federal Fundslncorporates numerous waivers and modifications of HUD -~.; . ,, . ooitt;. ,. -:,. ..... ',.: ~Jl?I:.: '_..~).~"!...o,,, .oo,. . .o..,,.o:,:. ...... . ---,_.:citi,GBP-;~--.:::-~-::.:~~:; ;.~:~'jo:''.'..c:.:. -f1.._ administrative, regulatory and/or legal requirements which further support the Transformation Plan ; llfjj I fi. -- ~ \ w-' \. ". . ~~ '... :~~\')_}!\~~'~ ,,,. - HUD-18-0686-F-000307 6 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ Transforming Lives and Communities ~ o HUD-18-0686-F-000308 In 2017, the Authority focused on new partnerships, innovative housing opportunities and programs that improved the lives of residentsOversaw the development of approximately 1,800 housing units that were either completed or are in progressDelivered 684 units of housing ranging from new construction apartments in mixed-income developments to rehabbed Single Room Occupancy, accessible housing and housing with supportive services Project highlights include the renovation of the Fannie Emanuel Apartments in the West Garfield Park community, the renovation and modernization at Caroline Hedger Apartments in the Rogers Park community, the redevelopment of Cabrini Green, St. Edmund's Oasis in Washington Park, and the Lofts on Arthington (former Sears Roebuck and Co. catalog warehouse)Continued to invest in and improve the quality of existing housing$148.7 million in capital expenditures which was used for renovations at senior, family and scattered site propertiesOver 2,000 apartments were modernized and upgraded 7 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ Transforming Lives and Communities, Cont. ~ o Embarked on partnerships with developers and sister agencies to bring more housing, amenit ies and community anchors to neighborhoodsPartnered with the Chicago Public Library to provide three new mixed-income housing developments with colocated library brancheslnvested in new housing and community amenities. Provided support for the employment, education and social needs of CHA residents and Chicago communities Made available more then 47,000 vouchers which helped low-income families find housing in neighborhoods of their choosingSupported college scholarships for residents - the scholarship program has provided financial support to more than 560 students, totaling over $1 million in awards HUD-18-0686-F-000309 8 b )> !~1 1 1 1 1 1 CHA G> :c etllCAGO HOUSING AUTHORITY ~ Ill. CHA Partnerships and Innovation HUD-18-0686-F-000310 Cl-l~ O. WOUSING ~~'"CHA is Committed to Innovation and Leveraging ~ Partnerships o The Authority has created third party entities for various revenue development, program management and partnership goalsSpringboard 2 Success - 501 C-3 Non-Profit Charitable organization performing fundraising and sponsorship opportunities to fund college scholarships and youth educational opportunitiesChicago Housing Consulting Services 501 C-4 Non-Profit Social organization providing for non-federal alternative revenue and economic development through debt/equity placement in commercial/residential investments and providing professional services in the area of marketing, finance, and other consulting as neededChicago Housing Support Corporation 501 C-3 in formation for CHA New Markets Tax Credit development Initiative HUD-18-0686-F-000311 10 Cl-l~ O. WOUSING ~~'" Federal Home Loan Bank/ Housing Associate ~ Member Chicago Housing Authority Community Development Lending Program HUD-18-0686-F-000312 XS Tennis Foundation NFP$1.5 million 3 year term @ 3.5%Advance funding leverage @1.5%Supports New Markets Tax Credit Project (former Robert Taylor site)1 O indoor Tennis Court Facility /15 Outdoor CourtsTennis Training/Regional Competition/College ScholarshipsExecutive Director Kamau Murray coach of US Women's Open Champion Sloane Steg_hens Parkside Associates LLC$1.5 million 3 year term @ 4%Advance funding leverage @1.75%Supports Cabrini Development Partnership Holsten/Cabrini Local Advisory Council HLB _, , Chicag 11 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ Taylor Street Apartments ~ o A mixed-use, mixed-income development located on vacant CHA land formerly part of the Jane Addams development16,000 square foot library on the first floor and 73 residential units above1 BR and 2BR units, 37 CHA, 29 Affordable at 60% AMI and 7 Market RateTotal project budget $26.6 million, CHA funding $15.8 million HUD-18-0686-F-000313 12 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ National Public Housing Museum ~ HUD-18-0686-F-000314 o In 1999, CHA signed an agreement with a coalition of preservationists to retain a single structure from the former Jane Addams Homes, the first federal government housing project in Chicagoln 2007, the National Public Housing Museum ("NPHM"), a 501 C-3 organization, was formed for the purpose of creating a museumCHA recently sold the 34,000 sq. ft. building to the NPHM and entered into a 99-year ground lease for the landOnce redeveloped, the building will feature an oral history archive, public programming and an entrepreneurial hub 13 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ Ogden Commons ~ ,~ -~~_-.....: cZmrn~~11 'rlJ Oo11? C--[O rr. 'e.-~-- . -i 11L. w U! \i ' 1 \ o HUD-18-0686-F-000315 Formerly the site of the Lawndale Complex and the Ogden Courts East developments, the combined parcels total 4.69 acresFollowing a competitive solicitation process, CHA selected the development team of Sinai Health System ("SHS"), the Habitat Company and Cinespace to redevelop the site. Both SHS and Cinespace owned additional adjacent land, which once added to the site, increased the size of the development to 10.9 acres The new development includes 220 mixed-income rental units and 34 mixed-income for-sale townhomes and flats. The development also includes 60,000 sq. ft. of comme rcial space and 18,000 sq. ft. of retail spaceSHS and Cinespace would be the commercial tenants, along with the DePaul University Film School and Lagunitas Brew Pub \ )..~ --""Uo L:.--o-.. . . -.,--~~~-~ ,~ :..; -..n ----~ ~ '"" 1 11,LSJ_ .,..;o ,~ ! "o..U-UL.JULJU - A,.-.....-:; . o----- \ ..o I ... - -- LI...J -1 --- \\\'\\\., \{o,. -:a~.. 11., 1/4 ~ -...-.. .. , ,~ Ir ~-'::-!: o1;. -,\ -- ~ . ' . t,i,~fl,oeel.o---~ .__~ - ) =~01/ ~ -t'.I' I ::iirn; -:::::_r, ~ ~ -11. ____ JI--~ ~ ~ -- ASl .:-IAl ...,;;....... -......-= 14 Cl-l~O. WOUSING (:J'j~ITV _ / ~ Ogden Commons Team ~ The Habitat CompanyOne of the largest multi-family property developers and managers in the region. Served as the receiver for the CHA portfolio for 23 years. Habitat is one of CHA 's private property managers and employs over 800 peopleCinespace Chicago Films StudiosCinespace is a familyowned company specializing in studio space and support facilities for the film, television and digital media industry. It operates 20 soundstages covering 1.45 million sg. ft. in the Lawndale community. Several TV sh ,ows are filmed at Cinespace. including Chicago Fire. Chicago PD and Empire HUD-18-0686-F-000316 Sinai Health System (SHS)SHS is a major health care provider in Chicago and includes Mount Sinai Hospital, Holy Cross Hospital, Sinai Children 's Hospital and Schwab Rehabilitation Hospital. SHS has been serving the Lawndale community for over 100 years and employs over 4,000 people o----.. = 15 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ Concord Residential and Commercial ~ o Concord Residential111 units, 65 RAD and 46 Market14 of RAD units@ or below 50% AMI, remaining units @ or below 60% AMl20 Year PBV HAP65 1BR and 46 2-BR20% fee/cash flow o Concord Commercial29,400 sq. ft. anchored by 23,200 sq. ft. Target storeCHA revenue benefitsProf. Services Agreement: 4yrs, $1MMCo-Developer Fee: $400K$1 00K Capital Note at 8% HUD-18-0686-F-000317 16 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ Devon Collection ~ o Devon Collection Investment 501 C-4 40% interest in $15 million mixed use property22 market apartments, 22 surface parking spots3 commercial spaces (15,000 sq. ft. total)$1.15M investment ($400M capital note at 8% and $750M equity at 5.5% cap rate) HUD-18-0686-F-000318 17 cn~ITV _ / CH~O. ~ HOUSING Other CHA Vibrant Communities -..!. FANNIE EMANUEL INTERIOR HUD-18-0686-F-000319 FANNIE EMANUEL MR. OTIS LEWIS AT FANNIE EMANUEL 18 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ Other CHA Vibrant Communities, Cont. Q ,, . -;~ r.~ .o. i.~.~ o .._. _ ~ ~l~J. HUD-18-0686-F-000320 SHOPS & LOFTS 19 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ Other CHA Vibrant Communities, Cont. ~ HUD-18-0686-F-000321 ICKES RENDERING 20 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ Other CHA Vibrant Communities, Cont. ~ HUD-18-0686-F-000322 ROBERT TAYLOR HOMES LEGENDS SOUTH 21 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ Other CHA Vibrant Communities, Cont. ~ HUD-18-0686-F-000323 CABRINI GREEN PARKSIDE OF OLD TOWN 22 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ Other CHA Vibrant Communities, Cont. ~ HUD-18-0686-F-000324 MADDEN WELLS OAKWOOD SHORES 23 b )> !~1 1 1 1 1 1 CHA G> :c etllCAGO HOUSING AUTHORITY ~ IV. Asset Quality and Operational Performance HUD-18-0686-F-000325 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ Property Portfolio Profile ~ o The Authority has a diverse range of housing assets that are high quality and in high demandAs of June 30, 2018, the Authority has delivered approximately 24,000 units towards its goall The overall portfolio of the Authority is comprised of the following: (estimated)11,000 family units11,000 senior units2,000 supportive units The Authority plans to deliver an additional 1,000 housing units in 2018 for an overall total of 25,000 housing units Groundbreakings for 2018 are on scheduleAverage occupancy over the past three years is 96. 7% HUD-18-0686-F-000326 25 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ RAD and Housing Choice Voucher Programs ~ o Rental Assistance Demonstration Program The Rental Assistance Demonstration ("RAD") program allows for conversion of Public Housing units (Section 9) to Project Based Voucher ("PBV") units (Section 8)Properties that convert their assistance to long-term Section 8 PBVs are no longer restricted from securing private sources of capital financingProvides greater funding certainty for potential lenders and increased operational flexibility for the Authority and ownersProgram is designed to safeguard long-term rental housing assistance for current and future tenants, improve and modernize HUD-assisted multifamily properties and stabilize these properties by placing them on a solid financial footingCHA has applied and HUD has accepted applications for CHA RAD conversions for over 10,000 unitsHas completed closings for 20 properties comprised of 3,600 units though June 30, 20181 Housing Choice Voucher programCHA is committed to maintaining a voucher utilization rate of 90%-92?/o annuallyEnsures that MTW annual block grant awards maintain at or above $50 million annually HUD-18-0686-F-000327 * Note : HUD has caoQed Qrogram at 455 ,000 units . 26 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ ~ Property Revenue Trends o Public Housing operating and ca pital funding has declined over the last several years while Section 8 funding has remained relatively stableSection 8 is regarded as the more stable fund ing stream CHA Funding: Section 8 vs. Public Housing (as a% of full program funding) 110 % ~----------------------10S% +-100 % 95 % ~ ---------t------+------------------- I :::::::,,,, :::,/4. I +--------------<,__----~------- <:.::::...:99 .54 % 7 , ----311-- ------------ 90 .25% 90 % 85 % _.. HUD-18-0686-F-000328 80 % 1------------------------------- 75% +----~-~~-~--~--~--~--~--~-~~-~--~ 2007 2008 2009 2010 2011 2012 2013 2014 201S 2016 - Section 8 Av erag e - Section 8 Funding - Public Housi ng Ave rage - Public Hou sing Funding 2017 27 b )> !~1 1 1 1 1 1 CHA G> :c etllCAGO HOUSING AUTHORITY ~ V. 2017 Financial Results HUD-18-0686-F-000329 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ FY 2016-2017 Net Position ~ Net Position 2017 2016 1,000 ,655 ,737 938,945,300 1,293 ,174,685 1,238,075,642 2,293,830,422 2,187,020,942 10,844,676 875,427 Current Liabilities 183,164,977 163,080,905 Noncurrent Liabilities 223 ,741,369 220,176,714 Total Liabilities 406,906,346 383,257,619 6,059,581 4,484,745 1,891,709,171 1,800 ,154,005 Current and Other Assets Capital Assets, Net of Accumulated Depreciation r L Total Assets Deferred Outflows of Resources HUD-18-0686-F-000330 Deferred Inflows of Resources Net Position r 29 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ FY2016-2017 Change in Net Position ~ Change in Net Position - Operating Loss 2016 2017 Operating Revenues: Tenant Rent, Net of Allowance i Admin istrative Fees Other Revenue Total Operating Revenues 51,198,078 -- 44,640 ,833 ~ --- Change in Net Position - Non-Operating Revenues 9,153,596 104,992,507 - 2016 Non-Operating Revenues : 51,271,870 Intergovernmental Revenue (HUD) 52,514,100 Intergovernmental Revenue (Other) 3,211,023 lC 106,996,993 Administrative C Ten ant Services Utilities L_ HUD-18-0686-F-000331 C 33,181,359 --- 18,881,432 11 -- Total Operating Ex penses Operating Loss 23,437,195 54,938 ,683 General Depreciation -- 40,909 ,355 Maintenance Protective Services 111,582,251 Other II 132,507,865 41 ,921 ,318 Housing Ass istance Payments 24,260,759 Interest Expense 91 ,845,409 Other 42,471,490 11,535,051 - Nonoperating Expenses: - 11 672,660,304 736,423,352 1,837,764 -- 3,101,108 3,849 ,567 745 ,211,791 ---- Total Nonoperating Ex penses Net Nonoperating Loss 4,229,832 4,298 ,316 Total Nonoperating Revenues 122,755,375 664,174,029 (41 ,873) C Investment Income (Loss) L- Operating Expenses: 2017 454 ,383 ,708 C 11,357,846 13,724 ,184 JC 479,465,738 193,194,566 474,103 ,937 - 12,039,850 13,051,691 499,195,478 246 ,016,313 134,861,720 415,438,140 469,651,122 (310,445 ,633) (362,654,129) 30 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ FY 2016-2017 Program Revenues and Expenses ~ Program Revenues and Expenses 2016 2017 Program Reven ues : Rent and Operating Revenues 60,351,674 HCV Administrative Fees 44,640,833 Operating Subsidy and Grants 189,552, 130 HCV Subsidy 475,740,026 Capita l Contributions Investment and Other - Total Program Revenu es 93,419,973 --- 54,482,893 52,514,100 177,927,539 560,333,577 -- 25,082,650 7,368,148 6,950 ,675 871,072,784 877,291 ,434 331,953,543 329,432 ,907 Program Expenses: Low Rent Housing Rental Assistance Demonstration Business Activities HUD-18-0686-F-000332 HCV Administrative Other Grant Programs Housing Assistance Payments Interest and Other Total Program Position Change in Net Position 2,963,293 -- 33,593,719 666 ,5 12 1,885,509 72,917,860 77,296,919 6,936 ,932 8,092 ,658 454 ,383,708 -- 25,082,030 894,903,878 (23,831,094) 493,458 ,347 25,091 ,541 -- 968,846 ,600 (91,555 ,166) 31 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ Liquidity ~~----- ~ ~DW511a ~IDJlliali.MJJHmlYRmlOCCi ASOFDf.D/D-,1~ C#IDll.laUIJS PIOject ~Clj?,cl PB'icd ~(Dini OM ~Galt ,'we,a ~cje ~ 2llilll ~ 9 OIUI CFP II.OEIDQ25Ql-:M ~ '5/Df1014-'5fJ2l]OJ8 '5/Df1014-'5fJ2l]OJ8 264 CFP C ~75 2,lll,531 (X) ~(X) 26J;Kl.621..2> 4,407~00 ~Olli.IX) :IJBZ.7'15.71 l ~EmJI> 161.956.1tB.81 laUIJS ASOf.,-.,,.,. PIOject ~(Dini ~Clj?,cl OM PB'icd hnM Sita.is Awea ~cje ~,.91(3..28 6,PU.aB.38 ~fiT 17L615,8519.13_ ...,aoafaAIIT~ ll!alanE~;mJ' lteceived ~f"/ll:/'lm8 ll!alinE ill f7]l:f'l/lJ8 S Ell000,.00Cl.00 C4?.oog.00Cl.cq $ Wlni!!!!M!!l s 32 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ ~ Pension Contribution/Funding Ratio o The Authority's pension is over 100% fundedCHA's pension contributions were at least 100% of the actuarially determined contribution for the past three years 111.0% $3,500,000 $3,000,000 1.05.9 % 106.0% $2,500,000 101.0% $2,000,000 $1,500,000 96.0% $1,000,000 HUD-18-0686-F-000334 91.0% $500,000 $0 86.0% 2013 2014 2015 CHA Annual Pension Contribution - 2016 2017 CHA Pension Funded Ratio per CAFR 33 b )> !~1 1 1 1 1 1 CHA G> :c etllCAGO HOUSING AUTHORITY ~ VI. 5-Year Capital and Operating Program HUD-18-0686-F-000335 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ 5-Year Capital and Operating Program Overview ~ Oi lCAGOl<<)IJSING AUTHORITY PRO.ECTEDHVEYE.AROPERATING PLAN{2018 - 202_2) ($ in mil ions) DRAFT- FORDISOJSSIONPURPOSES ONLY mo :zm.g -- ~ [....,_ 50laa5 . . oo Pnj!dilw $ $ $ ,A:1:s ~,__ -o- ,.., .... 1'I o f!arALsoUAaS s ~ [....,_ ,_.._ $ 1,169 ....... _..,, ~__,, s :u.:, $ .. s 1'I s $ 87 8 .. $ 1,017 $ DO IO ~ 41 g --... zz;z la !N 3 3 a; s 872 $ 13 ,Ii s 9B $ 919 w; a; $ Z!I 878 ~ l s 898 $ l HUD-18-0686-F-000336 291 s 236 TOTALU5E.S s 1i!69 s 1,.119 5,tn j $Z..D1 l.,HI HI ZZI u;:, C, s 1D s 4,409 $ "-' "" s s s ,.,. $ 113 CAPITAL s Z1'!I 14_s 1e 11 s s as 963 s s 2:1 9 19 s n8 s 5i!87 21:i-mM-.....-.---_,........,.._.....--~-........ bf-........ RfVENI.EASSUMPnONS: _.,_d!DSCZDJt-.!l:zspu;Kl),.;a, ei-.~-- m ...... &e..........,in~- --~--~ -~oP.i3!Dll..,1i ~ ,., !11 V ..,, 883 ll!I Mil ,.. 3 1,l. 19 ..,, OPERATIONS& AOIIIIN u I 21.!I -IH'ilz ZJ z,,o -.. -.. -... -.. - -- --3 11515 :n.t 115 ~ rn ,. a IO :11!1 1'I l'.bll:IF $ ..,, 4IZ 11.1 a .... .. s s ta 3:J [ MA $ a ,e a, ...,-.:,ro l'ql!d!IITIM ,e :D - - ~ ZIIU l'ql!l'.li m ,a ,a I MD-IUJ -~ MD - um:a.~ MO - ~ en s C, c...,..- ..... ~~ ... $ - -- - CB 1'I 1..11[ ZIIZl ..,,..oi- l'ql!l'.li m ...,.,,.;-.;--, ... ... :mm l'ql!l'.lim ........... , .-...r...--........,dZll. , .. 1.o:.-~v...-pnj,,d,r.. -.......... 2Dlll-o~-.,,.._..........,._....,........,-..,.--_...,._ EXFIENSI: ASSLMJIFlot& 35 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ 5-Year Capital Improvement Program ~ o CHA produces an annual 5-year Capital Improvement Program ("CIP") that details investments in development and capitalCHA 's 2018-2022 CIP represents $790 million in investmentsThe CIP prioritizes:New Mixed Income Developments across the CityCapital Improvements at traditional family campus portfoliosRAD conversions HUD-18-0686-F-000337 36 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ Capital Funding Sources {$000s) ~ Source 2018Forec ast 2019Propo sed 147,713 8,319 Capital Grant Bonds (Taxable) 71 Bonds (Tax-Exempt) LI HTC & Mortgages/ CHA Loan Repayment 11 MTW Funds Other HUD-18-0686-F-000338 Total L - 2020Prop osed 2022Prop osed 2021Prop osed 23,747 - 24,464 - Total 17,498 - 221,741 - 34,118 69,932 61,780 15,270 - 181,100 58,621 49,809 5,990 5,000 - 119,420 - - - 50,875 108,321 53,648 37,190 - 250,034 - - - 2,501 - 2,501 -IL 291,327 -][ 236,381 - - - 145,165 3,780 -- 84,425 3,780 - 21,278 778,576 37 b )> !~1 1 1 1 1 1 CHA G> :c etllCAGO HOUSING AUTHORITY ~ VII. Transaction Overview HUD-18-0686-F-000339 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ Security for the Series 201 SAB Bonds* ~ Key Credit and Security Features Par o ~$325 millionSeries A: ~$100 millionSeries B: ~$225 million Tax Status o Series 2018A: Tax-exempt Series 2018B: Taxable Structure o Final maturity: January 1, 2038 Interest is payable semiannually each January 1 and July 1, commencing January 1, 2019 Security o General Obligation of the Authority payable from legally available funds Flow of Funds o 1/6 and 1/12 of interest and principal, funded on the 5th of each month Debt Service Reserve Fund o Maximum Annual Debt Service Capitalized Interest o Through January, 1, 2020 HUD-18-0686-F-000340 * Prelim inary. Subiec t to chani:ie. 39 Cl-l~O. WOUSING (:J'j~ ITV _ / ~ ~ Revenues Sources for Repayment of Debt o The Authority's Tenant Rent Income and Section 8 Administrative Fees are available to pay debt service on the BondsRestrictions associated with the Authority 's other various sources of revenue may affect the ability of the Authority to use those revenues to pay debt service on the Bonds Major Sources of Revenues ($ millions)Year End December 31 HUD-18-0686-F-000341 2015 2016 2017 Tenant Rent Income- PH 50 51 47 Administrative Fees 38 45 53 Total $88 $96 $100 40 8GBP0Z:H/l ...-1 ,::t- ,,, LGBP0Z:Hn C 9GBP0Z:Hn -k 9GBP0Z:Hn -c 0 cc cc 1780Z:Hn 880Z:Hn z ~ z ~ .J o > ~ r'\ -- % 'fJ C f- o o ...z - -- -_, C. VJ Vl C -a! LI) N r,: ,:. ~ ~ o,. ~ ,,,,, ;.. ~ ., - 0: -=- o :.. ::: < -.... z . ~ ? < ~ "- ~ ;,. i::: ,.,. AME::RICAI\ pVERSIGHT ~ HUD-18-0686-F-000347 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT WASHINGTON, DC 204 10-7000 OFFICE COMMUNITYPLANNING AND DEVELOPMENT October 6, 2018 MEMORANDUM FOR: Ben Carson, Secretary , U.S. Department of Housing and Urban Development FROM: Neal Rackleff, Assistant Secretary , Office of Community Planning and Development SUBJECT: CPD Dashboard Briefing I. ESG-Emergency Solution s Grant Financial Dashboard Demonstration a. Statutory and Regulatory Financial Compliance 1. The ability to monitor financial position of every grantee 1. The grantee can't exceed more than 7.5% of the grant on administrative expenses. 2. The grantee can't exceed more than 60% of the grant on emergency shelter and street outreach activities. 3. The grantee must expend all funds within 24 months of the commencement of the grant agre ement. II. Automation Timeline-Attached AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000348 Congressional Medal of Honors Recipients Reception Wednesday, Septemb er 12 1h,2018 White Hou se - State Floor 5:00 PM - 7:30 PM 170 Guests Business Attire Open Press 5:00 PM Members of the Cabinet arrive . Note: Medal of Honor Recipients and Families arrive. 5:10PM East Room doors open , all guests are seated . 5:25 PM Press is escorte d to East Room. Note: Press will cover the President 's remarks only . 5:45PM The President delivers remarks in the East Room. Highlight: Drew Dix (Service: 1962 - 1982) is the first enlisted man in Special Forces to have been awarded the Medal of Honor . He received a direct commission to first lieutenant and retired with the rank of major afler serv ing twenty years in the army- many of those in unconventional waif are assignments Following retirement from the Army, Dix continued to work in support of government sponsored programs, and he owned and operated an air service in the Alaskan interior. He has worked as a consultant in both the private and public sectors in the areas of security and special operations. In September 2002, as Alaska 's deputy commissioner for homeland security, he was chosen to head the state's Task Force on Homeland Security. 6:00PM The President concludes remarks. Reception begins. 7:20 PM All members of the Cabinet are escorted to West Executive Drive for departure . 7:30 PM Event concludes. Members of the Cabinet Attending Alexander Acosta , Secretary of Labor Elaine Chao, Secretary of Transportation Steven Mnuchin, Secretary of Treasury Louise Linton, Wife of Steven Mnuchin Andrew Wheeler, Acting Administrator of EPA Robert Wilkie, Secretary of Veterans Affairs Ben Carson, Secretary of Housing and Urban Development Mrs . Candy Carson, Wife of Ben Carson Sonny Perdue , Secretary of Agriculture Mrs . Perdue , Wife of Sonny Perdue Ryan Zinke, Secretary of Interior AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000349 SECURITY , ENTRANC E AND TICKET INFORMATIO N IMPORTANT: You will be required to show a valid U.S. driver's license, passport or military ID to gain admittance at ALL events. Tickets are non-transferable. Saturday, Jun e 9, 2018 VIP Dinner 6:00 p.m. - 8:00 p.m. LBJ Roo m and Mansfield Roo m, The Uni ted States Capitol Busin ess Attire Cocktail Buff et Celebrating Ford 's Theatre and Lincoln's Legacy 8:00 p.m. - 10:00 p.m. Statuary Hall, The United States Capitol Business Attire ? Please use the entrance to The Cap itol grounds located at Constitution and Delaware Avenues, NE. ? You will be entering through the Senate Carriage Entrance on the North side of The Capitol. ? Your name(s) will be on a list at the entrance. You w ill be required to show your valid photo ID and pass through a magnetic security check. Do not carry any items that may cause you difficu lty when entering The Capitol. (Prohibited items include: Aerosol & non-aerosol sprays, cans & bottles , knives, razors , box cutters, mace, pepper spray, large purses, backpacks, and duffle bags. http: //www. visitthecapitol. gov/visit/prohibited items) ? You are permitted to bring cameras to The Capitol and we encourage you to tour wh ile specia l areas are open from 8-9:30 p.m . P lease note that no purses or electron ic devices (incl uding cameras and ce ll phones) are permitted on the House or Senate Floors. Ford's Theatre staff will be on hand to hold these items while you are visi ting these areas. ? If you are being driven, p lease have the cell phone num ber of your driver to faci litate locating your car on The Capito l comp lex whe n you are ready to leave . Sunday , June 10, 2018 White House Recept ion 4:00 p.m. - 6:00 p.m. Black Tie AMlf ? Due to secur ity rest rictions, there will be no drop-off or parking ava ilable on the Wh ite House gro unds. Guests shou ld be dropped off at the comer of 15th Street and Alexander Hamilton Place and proc eed on foot to the Southeast Gate . ? The Southeast Ga te is scheduled to open at 3:30 p.m . and close promptly at 4:30 p.m. Guests are encou raged to plan accordingly . ? You will be required to show valid photo ID and pass through a magnetic security check. ? If you are using a dr iver , please have his/her cell phone num ber with you to facil itate locating your car . Drivers should pick you up at 15th Street and New York A venue. IC/\r-... pVERSIGHT See next page HUD-18-0686-F-000350 Gala Performance 7:00 p.m. - 8:30 p.m. Ford 's Theatre, 511 Tenth Street, NW Black Tie ? Performance Tickets and dinn er seating should be picked up in advance at the Ford's Theatre Box O ffice located at 511 Tenth Street , NW. Friday , June 8 Saturday, June 9 Sunday , June 10 o I 0:00 a.m. - 5:00 p.m. 10:00 a.m . - 5:00 p .m. I 0:00 a.m. - 1:00 p.m. and 5:00 p.m. - 6: 15 p.m. For security purpo ses, Tenth Street, NW will be closed to traffic between E and F streets in front of the Theatre. **The parking garage adjacent to the Theatre will NOT be open. ** *In the event of a Game 6 for the Washington Capitals, there will be additiona l road closures . Please plan accordingly and allow additiona l time for your arrival. * ? You will be required to show valid ID and pass through a magnetic security check. ? The Theatre will open for seating at approximately 5 :45 p.m. Guests must be seated bv 6:30 p.m. Due to secur ity, latecomers may not be accommodated . ? If you are using a driver , please have his/her cell phone number with you to facilitate locating your car. Post-Per/ ormance Seated Dinner 8:30 p.m. - 11:00 p.m. National Portrait Gallery and Smithsonian Americ an Art Museum , F Street and 8 th Street , NW Black Tie ? Please use the F Street Entrance to the National Port rait Gallery , a one block walk from Ford' s Theatre. ? Your table assignment will be includ ed in your performance ticket envelope . AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000351 SECURITY , ENTRANC E AND TICKET INFORMATIO N IMPORTANT: You will be required to show a valid U.S. driver's license, passport or military ID to gain admittance at ALL events. Tickets are non-transferable. Sunday, June 10, 2018 White House Reception 4:00 p.m. - 6:00 p.m. Black Tie ? Due to security restrictions, there will be no drop-off or parkin g available on the Whit e Hous e grounds. Guest s should be dropped off at the corner ofl 5th Street and Alexander Hamilton Place and proceed on foot to the Southea st Gate. ? The Southeast Gate is scheduled to open at 3:30 p.m . and close promptly at 4:30 p.m. Guests are encouraged to plan accordingly. ? You will be required to show valid photo TDand pass throug h a magnet ic security check. ? If you are using a driver, please have his/her cell phone number with you to facilitate locating your car. Drivers should pick you up at 15th Street and New York Avenue . Gala Perfo rmance 7:00 p.m. - 8:30 p.m. Ford 's Theatre, 511 Tenth Street, NW Black Tie ? Performance Tickets and dinner seating should be picked up in advanc e at the Ford's Theatre Box Office located at 511 Tenth Street , NW. Friday , June 8 Saturday, June 9 Sunday, June IO ? I 0:00 a.m. - 5:00 p.m. 10:00 a.m. - 5:00 p.m. 10:00 a.m. - 1:00 p.m. and 5:00 p.m . -6 :15 p.m. For securi ty purpos es, Tenth Street, NW will be closed to traffic between E and F st reets in front of the The atre. **The parkin g ga rage ad}acent to the Theatre will NOT be op en. ** *In the event of a Game 6 for the Washington Capitals, there will be additional road closures. Please plan accordingly and allow additional time for your arrival. * AMlf ? You will be required to show valid ID and pass through a magnetic security check. ? The Theatre will open for seating at approximately 5:45 p.m. Guests must be seated by 6:30 p.m. Due to security, latecomers may not be accommodat ed. ? If you are using a driver, please have his/her cell phone number with you to facilita te locating your car. IC/\r-... pVERSIGHT See next page HUD-18-0686-F-000352 Post-Performance Seated Dinner 8:30 p.m. - 11:00 p.m. National Portrait Gallery and Smithsonian Amer ican Art Museum, F Street and 8 th Street , NW Black Tie ? Please use the F Street Entrance to the National Portrait Gallery , a one block walk from Ford' s Theatre. ? Your table assignment will be included in your performance ticket envelope . AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000353 .1 THF BUSINESS ~ ~ Marlene Colucci EXECL,1lVE DIRECTOR COUNCIL MCO LUCCl@BUSINESSCOUNCIL.COM C: l(b)(6) September 19, 2018 THE EXECUTIVE COMMITTEE Chairman Henry R. Kravis Kohlberg Kravis Roberts & Co. Immediate Chairman The Honorable Ben Carson, M.D. Secretary of Housing and Urban Development 451 7th St. SW Washington, DC 20410 Dear Secretary Carson , Past Jeffrey P. Bezos Amazon.com Survey Vice Chairs Ajay Banga On behalf of the Business Council and our Chairman Henry Kravis, I would like to invite you to speak at our upcoming meeting on October 4-5, 2018 at the Westin Book Cadillac in Detroit, Michigan. Our meeting with the CEOs of the world's largest business enterprises will examine the future of democracy and explore the major policy shifts taking place in our nation's capital over the past year. MasterCard Steve Kandarian MetLife, Inc. Vice Chairs Alex Gorsky Johnson & Johnson Satya Nade lla Microsoft Corporation The theme of our meeting is "Business as a Platform for Change." We selected Detroit as a model of how public and private sector entities can work together to change a city and impact people's lives. As a Detroit native, we would like to invite you to participate in a "fireside chat" to discuss growing up in Detroit, the people that influenced your personal and professional life, your decision to accept the role as U.S. Secretary for HUD and what you have been able to accomplish in this position. We would also like to cover the role of business and government in bringing about change. This will be an informal moderated conversation . All discussions at the Business Council are off the record and closed press. We are hoping to schedule this discussion for Friday, October 5 at 10:35 am for 35-40 minutes (including 10 minutes of audience Q & A). Irene Rosenfeld Mondelez Internationa l, Inc. Sir Martin Sorrell WPP Group pie Aneel Bhusri Workday, Inc. James Dimon For your information , the Business Council is comprised of the chief executive officers of America's largest corporations, representing all sectors of the economy (see attached list of members). Created in 1933 by President Roosevelt, the Council seeks to foster understanding through discussion, best practice sharing and networking by its members with a view to making a contribution to society, the global economy and to business generally. All speakers and their spouses are invited to attend all/or part of the program including our reception/dinner on Thursday October 4. For your convenience, I have also included a sheet about the Business Council for the ethics office to review. JPMorgan Chase & Co. Andrew Liveris The Dow Chemical Company Denise Morrison I very much appreciate your consideration of my invitation and look forward to receiving your reply at your earliest convenience. Regards, Campbell Soup Company David Rubenstein The Carlyle Group Fred Smith FedEx Corporation Marlene M. Colucci Al Walker Anadarko Petroleum Corporation HUD-18-0686-F-000354 1901 PENNSYLVANIAAVE., NW I SUITE 307 I WASHINGTON, DC 20006 I T: 202.298.765 0 F: 202 .785.0296 WWW.THEBUSINESSCOUNCIL.ORG HUD SECRETARYEXTERNAL/ INTERNAL EVENT REQUESTFORM PLEASESUBMIT AT LEAST5 WEEKSIN ADVANCEOF THE PROPOSEDEVENT Email: Secretarylnvites @hud.gov Logistics/SchedulingContact: Name, phone number and email Judi Jones, 210-487-1824, jjones@nas.edu Also include on-site POC if different from scheduling contact Type of Participation: X Meeting ? Remarks C Keynote ? Ceremony ? Recorded Video Greeting ? Attendance (no speaking role) Name of Organization(s): N/A Name of Event: N/ A Date(s) of Event: July 6 through the 10- anytime Time of Event: anytime - only for 30 to 45 minutes I Location of event: His office Press: ? Open XClosed no press is needed Press Contact for event: N/ A Description of the event: My background working with underserved populations will aid to his work to Rethink Communities. I would like to discuss briefly with Dr. Carson how I can help him achieve his vision with the project Envision. I have experience connecting agencies, organizations and resources to the community. Number of expected attendees: Just myself Description of audience: N/ A Confirmed Speakers (please include all elected/appointed officials): N/A Other Invited Speakers (please include all elected/appointed officials): N/A Notable VIPs in attendance (please include all elected/appointed officials): N/A If the Secretary is unable to attend in-person, would you prefer (please check one): X Senior Staff Surrogate; Requested Surrogate: _Andrew Hughes _______________ ? Video Greetings fro m the Secretary (Separate form to follow) AMlf IC/\r-... pVERSIGHT _ HUD-18-0686-F-000355 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT WASHINGTON, DC 20410-3000 PROPOSED STAKEHOLDER ENGAGEMENT EVENTS Date: To: From : Cc: Re: Thursday, September 27, 2018 Secretary Ben Carson Amy Thompso n, Ass istant Secretary for Public Affairs Andrew Hughes, Chief of Staff Caroline Vanvick, Deputy Assistant Secretary for Public Affairs Proposed Outline for Stakeholder Engagement Meetings Objectiv e: l(b)(5) Deliberative Privilege Plan:~b)(5) Deliberative Privilege l(b}(S} DeUbernti,e P,Mlege Overview: I. b)(5) Deliberative Privilege II. AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000356 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT WASHINGTON, DC 20410-3000 b)(5) Deliberative Privilege III . IV. V. VI. AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000357 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT WASHINGTON, DC 20410-3000 (b)(5) Deliberative Privilege VII. ### AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000358 'I ~ BUSINESS COUNCIL The Westin Book Cadillac Detroit, Ml October 4-5, 2018 Draft Agenda as of 9/14/18 Theme : Business is the Greatest Platform for Change Thursday October 4, 2018 12:00 PM Buffet Lunch - Woodward Ballroom CD, 2 nd Floor 1:00 PM Welcome and Introduction of New Members - Woodward Ballroom AB, 2 nd Floor Henry R. Kravis, Co-Chairman and Co-CEO, Kohlberg Kravis Roberts & Co. 1:10 PM Introduction to Program Marc Benioff, Chairman, co-Chief Executive Officer and Founder , Salesforce 1:15 PM Opening Remarks from The Honorable Mike Duggan, Mayor, City of Detroit - Confirmed 1:45 PM Panel Discussion: Detroit - "For More Than Profit" As business leaders we should collaborate with our customers, employees , partners , communities, governments and institutions to create cultures of trust and growth . How do we ensure that all stakeholders grow especially in communities in search of revitalization and companies looking to expand their footprint and workforce? Detroit is one model for revitalization through public-private partnerships. This segment features a multi- stakeholder panel from Detroit with a moderator committed to the Detroit transformation. Moderator. Ron Fournier, President, Truscott Rossman Group, LLC- Confirmed Panelists: o Tonya Allen, President and CEO, The Skillman Foundation- Confirmed o Jamie Dimon, Chairman & CEO, JP Morgan Chase & Co.- Confirmed o Dan Gilbert, Founder and Chairman, Quicken Loans and Rock Ventures - Confirmed 2:35 PM Break 2:50 PM Remarks by Marlene Colucci, Executive Director , The Business Council 2:55 PM Panel Discussion: Innovative Cities Looking past Detroit, what have other cities done to work with businesses and the community to allow for continued growth. We will hear from public servants who have taken innovative steps to change their cities and states. Where have they found success with public-private partnerships? What areas are ripe for business leadership? and How do you balance business interests and community needs to ensure that no one is left behind? Moderator. Stephanie Ruhle, Anchor , "MSNBC Live" and Correspondent, NBC News - Cont. Panelists : o The Honorable John Hicken looper, Governor of Colorado and Former Mayor of DenverConfirmed o The Honorable Libby Schaaf , Mayor , City of Oakland - Confirmed o The Honorable Knox White , Mayor , City of Greenv ille, SC- Confirmed o Kevin Faulconer (San Diego- border safety)- Invited (considering) AMEf IC/\r-... pVERSIGHT HUD-18-0686-F-000359 Thursday October 4, 2018 Continued: 3:45 PM Panel Discussion: Gender /Racial Equality Panel How are CEOs and businesses reacting to the #metoo movement and push for equal pay? What is everyone doing about this? How do you create a culture of diversity? How does it impact performance? This interactive panel will ask CEOs in the audience to share best prac tices and explore what does and doesn 't work. Moderator: Ellen Kullman, Retired Chair of the Board & CEO, DuPont- Confirmed Paneli sts: o Brian Cornell , Chairman and CEO, Target Corporation - Confirmed o Mellody Hobson , President, Ariel Investments and Vice Chair of the Board, Starbucks Co rporation - Confirmed o Julie Sweet , Chief Executive Officer, North America , Accen ture- Confirmed o Bernard Tyson , Chairman and CEO, Kaiser Permanen te - Confirmed 4:35 PM Panel Discussion: Artificial Intelligence and Mobility Artificial intelligence is one of the biggest digital disrupters impacting our daily lives and one of the critical aspects of the Fourth Industrial Revolution. Machine learning, and deep learning has enabled society to increase its mobility . As the amount of data from machines like autonomous vehicles increases and is connected to other data, what can we learn about the future of mobility and how can it transform cities? What does this mean for the public and for business? Moderator Possibilitie s: Jim Cramer ; Matt Heimer , Fortune; Ms . Michal Lev-Ram, Fortune ; Leigh Gallagher , Fortune Panelist s: o o o Michelle Avary, Head of A uto nomous and Urban Mobility, Wo rld Economic Forum Confirmed Mary Barra , Chairman & CEO , General Motors Company - Confirmed Eva n Greenberg , Chairman & CEO, Chubb Limited and Chubb Group - Confirmed 5:25 PM Closing rem arks from Day One Marc Benioff, Chairman , co-Chief Executive Officer and Founder , Salesforce 6: 15 PM Buses Depart The Westin Book Cadillac for Reception and Dinner at the Silvers Building Thursday October 4, 2018 Continued: 6:30 PM Reception - Silvers Building, 151 West Fort Street at Shelby , Detroit 7:30 PM Seated Dinner & Performanc e- Silvers Building Celebrities and Voices of Detroit- Stevie Wonder is a voice that has defined an era of music. An award- winning songwriter, singer, producer, musician, activist and humanitarian, Stevie Wonder has excelled in a wealth of endeavors, making him one of Detroit's most accomplished, visionary and multi-faceted artists. How did growing up in Detroit impact the person he is today? Who influenced his career? What role can a home grown celebrity play in bringing about and promoting change within the community? Moderator : Gayle King , Co-Host, CBS This Morning - Confirmed A Conversation with Stevie Wonder and Performance - Confirmed AMEf IC/\r-... pVERSIGHT HUD-18-0686-F-000360 2 9:00 PM Cocktail s and Conv e rsation - The Westin Book Cadillac Frid ay Octob er 5, 2018 7:00 AM Buffet Breakfast - Woodward Ballroom CD, 2 nd Floor 8:00 AM Welco me and Introductio n to Friday's Progr am - Wood wa rd Ballroom AB, 2nd Floor He nry R. Krav is , Co-Chairman and Co-CEO , Kohlberg Kravis Roberts & Co . 8:05 AM Pa nel Discussio n: Is Tech nology Good for Society ? Technology has enabled us to become ever more connected and efficient , while also requiring us to give up some privacy . For this reason , trust in the technology has become a primary concern for consumers and companies in the technology space. What are the downsides of technolog ical advances and how do we minimize their negative impact (loss of privacy , addiction to social media, etc.)? Who is ultimately responsible for the ethical use of technology and data? How can leaders work across industry sectors and borders to rebuild trust in technology? Modera tor Possibili ties: Jim Cramer, CNBC- To Be Invite d; Kara Sw isher, co-fou nder, Recode Panelists: o Tristan Harris, Co-Founder & Executive Director , Center for Humane Technology - Confirmed o Jim Steyer, Founder and CEO, Common Sense Media - Confirmed o Anne Wojcicki , Co-Founder, 23andMe- Invited o Susan Wojcick i, CEO , YouTube (to be invited if Anne Wojcicki declines) o Evan Spiegel , CEO, Snap Inc. - Invited o Jack Dorsey, CEO , Twitter- Invited 8:55 AM Introduction to the Busines s Council Survey - Steve Kandar ian , Chairman , President & CEO, MetLife , Inc. - Confirmed Pan el Discussion: The Tradeoffs of Trade What are the impacts of the Trump Administration 's current thinking and proposals on trade? Is there a need to re-think the current architecture of trade agreements in the future? What does this mean for business and the global economy? Moderator Possibility: Ale x Brill , Resident Fellow, American Enterprise lnsitutute Pan elists: o Steve Kandarian , Chairman, President & CEO, MetLife, Inc. - Confirmed o Dav id Taylor , Chairman , President & CEO , The Procter & Gamble Company- Confirmed o Dave Burritt , President & CEO , US Steel- Confirmed 9:40 AM Break 9:55 AM Pa nel Discuss ion: Next Gener ation Entrepreneur s Businesses and communities are creating the next generation al entrepreneurs by instilling an entrepreneurial spirit. What can CEOs do to create and maintain a climate of entrepreneurship? How do they also keep and inspire their own entrepreneurial self? What can cities do to make themselves attractive to entrepreneurs? While Silicon Valley has always been a great source of talent, how do you create other important hubs of innovation? Moderator: Steph a nie Ruhle , Ancho r, "MSNBC Live" and Correspondent , NBC News - Cont. Panelists: o AMEf IC/\r-... pVERSIGHT Steve Case, Chairman and CEO, Revolution and Co-Founder, America Online (AOL) Confirmed HUD-18-0686-F-000361 3 o o J.D. Vance , Managing Partner , Revolution 's Rise of the Rest Seed Fund; Author, Hillbilly Elegy - Confirmed Jeff Bezos - Invited 10:35 AM Dr. Ben Carson, Secretary HUD - Invited 11 :15 AM Fireside Chat betwee n Michae l R. Bloomb erg, Found e r of Bloomberg LP and Bloomb e rg Philanthropies; 108th Mayor of New York City and Henry R. Kravis , Co-Chairman and CoCEO , Kohlberg Kravis Roberts & Co . - Confirmed 12:00 Noon Closing Remarks by Marc Benioff , Chai rman , co-Ch ief Execut ive Officer and Founde r, Salesforce 12:15 PM Adjourn & Buffet Lunch - Woodward Ballroom CD, 2 nd Floor 1:00 PM Detroit Tour Depart s from Main Entrance of Westin Book Ca dillac AMEf IC/\r-... pVERSIGHT HUD-18-0686-F-000362 4 June 14, 2018 Thursda 8:30 AM - 9:00 AM PHOTO - Alfonso Costa -- Basement, Room B151 1/2 Office of the Secretary - Deputy Chief of Staff 9:00 AM - 9:30 AM HECM/Genera l Review -- Adolfo's Office 10:00 AM - 11 :00 AM PDR Brief-- Room 10214 4:30 PM - 5:00 PM EC Review -- 10214 AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000363 June 22, 2018 Frida 3:00 PM - 3:45 PM AMLf IC/\r-... pVERSIGHT DC Resident roundtable HUD-18-0686-F-000364 July 9, 2018 Monday 12:00 PM - 12:30 PM 21'3e July 11, 2013 Wednesday 3:15 PM - 5:00 PM Jae-Co July 16, 2018 Monda 2:00 PM - 2:15 PM Call w/Tony 2:15 PM - 3:00 PM Memo AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000367 July 17, 2013 Tuesday 2:15 PM - 5:00 PM Memo July 18, 2018 Wednesda 11:00AM -1 1:15AM AMLf IC/\r-... pVERSIGHT Joe Galvan HUD-18-0686-F-000369 July 23, 2018 Monda 12:00 PM - 1:00 PM AMLf IC/\r-... pVERSIGHT Manufacturing Event HUD-18-0686-F-000370 July 25, 2018 Wednesda 8:00 AM - 9:00 AM Policy ideas review, daily briefing 11:15 AM -11:30 AM Cos reach outs AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000371 July 27, 2018 Frida All Day AMLf IC/\r-... pVERSIGHT MOVING: Budget: ODEO -- Deputy Secretary 's Conference Room HUD-18-0686-F-000372 July 31, 2018 Tuesda 1:00 PM - 2:30 PM PP Emails; Cases 3:30 PM - 4:00 PM Call w/ Cove (Work First) AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000373 August 7, 2018 Tuesda 4:30 PM - 5:00 PM AMLf IC/\r-... pVERSIGHT Dirrane Cove Call HUD-18-0686-F-000374 August 10, 2018 Frida 8:00 AM - 9:00 AM Review PIH committee 4:00 PM - 4:30 PM BobbyW. AMLf IC/\r-... pVERSIGHT and REAC materials HUD-18-0686-F-000375 August 15, 2018 Wednesda 9:30 AM - 10:30 AM AMLf IC/\r-... pVERSIGHT Ammon Simon materials/PHA Committee Materials HUD-18-0686-F-000376 August 27, 2018 Monda 4:30 PM - 5:00 PM AMLf IC/\r-... pVERSIGHT Meet w/ Seth HUD-18-0686-F-000377 September 5, 2018 We dne sda 7:30 AM - 8:4 5 AM AMLf IC/\r-... pVERSIGHT Policy propo sa ls HUD-18-0686-F-000378 September 7, 2018 Frida 10:30 AM - 11 :00 AM AMLf IC/\r-... pVERSIGHT PIH notice HUD-18-0686-F-000379 September 11, 2018 Tuesda 8:00 AM - 9:00 AM Mercatus review 10:45 AM - 11 :30 AM COS Report highlights AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000380 September 12, 2018 Wednesda 9:00 AM - 10:00 AM Falls memo and Foundations OZ's 4:15 PM - 4:45 PM Email Neal and Todd about CPD AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000381 September 13, 2018 Thursda 10:30 AM - 11 :00 AM AMLf IC/\r-... pVERSIGHT Call w/ mike Thomas HUD-18-0686-F-000382 September 14, 2018 Frida 10:00 AM - 11 :00 AM AMLf IC/\r-... pVERSIGHT NHMC conference HUD-18-0686-F-000383 September 21, 2018 Frida 1:15 PM - 1:30 PM AMLf IC/\r-... pVERSIGHT Ca ll sa lon Z HUD-18-0686-F-000384 September 24, 2018 Monda 8:30 AM - 9:30 AM VAWA 1:00 PM - 1:30 PM Call w/ Roberts 3:00 PM - 3:30 PM David Rogers AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000385 September 25, 2018 Tuesda 9:00 AM - 9:00 AM AMLf IC/\r-... pVERSIGHT Thank Roberts HUD-18-0686-F-000386 September 27, 2018 Thursda 4:45 PM - 5:00 PM Call w Regina 5:15 PM - 5:30 PM Meet w/ dom Blom AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000387 September 28, 2018 Frida 9:30 AM - 9:45 AM Read Jogchum doc 11:00AM -12:00 PM PIH notices review; lithe opp Zone AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000388 October 1, 2018 Monda 4:30 PM - 5:00 PM AMLf IC/\r-... pVERSIGHT Georgetown call HUD-18-0686-F-000389 October 2, 2018 Tuesda 8:00 AM - 9:00 AM Read Dana OZ package; ask Hughes about OZ forum 5:30 PM - 5:45 PM Hunter AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000390 October 3, 2018 Wednesda 8:45 AM - 9:00 AM Call Aaron Santa 1:00 PM - 1:45 PM Cos report AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000391 October 4, 2018 Thursda 4:00 PM - 5:00 PM AMLf IC/\r-... pVERSIGHT PIH oct 3 notice HUD-18-0686-F-000392 October 9, 2018 Tuesda 11:30AM -12: 15 PM AMLf IC/\r-... pVERSIGHT Lunch HUD-18-0686-F-000393 October 10, 2018 Wednesda 12:30 PM - 1:15 PM Lunch 5:00 PM - 5:45 PM Cos highlights AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000394 October 11, 2018 Thursda 12:00 PM - 12:45 PM Lunch 1:00 PM - 1:30 PM Cos Report 2:30 PM - 3:00 PM Email Opportunity Zones internal folks 4:00 PM - 4:15 PM Regina stop by AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000395 October 12, 2018 Frida 8:00 AM - 9:00 AM Email reg Barriers Team; read eig and thank John 12:00 PM - 12:45 PM Lunch AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000396 October 15, 2018 Monda 12:15 PM - 12:45 PM AMLf IC/\r-... pVERSIGHT Lunch HUD-18-0686-F-000397 October 17, 2018 We dne sda 9: 30 AM - 10:00 AM Finish reg Barri ers dashboard 12:15 PM - 1:00 PM Lunch 1:00 PM - 2:00 PM o z one s AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000398 October 19, 2018 Frida 8:00 AM - 11 :30 AM JP Inst itute Roundtable 12:30 PM - 1:30 PM Prep for meeting with Seth 4:00 PM - 4:30 PM Review Tuesday OPA events AMLf IC/\r-... pVERSIGHT HUD-18-0686-F-000399 October 22, 2018 Monda 8:00 AM - 10:00 AM AMLf IC/\r-... pVERSIGHT Opp Zone emails and clean up document; review rules HUD-18-0686-F-000400 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT WASHINGTON,DC 20410-6000 OFFICE OF POLICY DEVELOPMENT AND RESEARCH MEMORANDUM FOR: Matthew E. Ammon, Acting Ass istant Secretary for the Office of Policy Development and Research , R THROUGH: Todd M. Richardson , Associa te Deputy Assistan t Secretary for the Office of Policy Development, RP FROM: Calvin C. Johnson, Deputy Assistant Secretary for Office of Research , Evaluation and Monitoring , RR SUBJECT : Policy Implications Memo "Renta l Housing Discrimination on the Basis of Mental Disabilities: Results of Pilot Testing " This memorand um summarizes the policy implication s and key elements and findings for the subject study, which was conducted for PD&R under contract by M. Davis and Company, Inc. The authors of this memorandum are Mindy Ault of the Program Evaluation Division and Meena Bavan of the Policy Development Division. Synopsis More than 15 million people in the United States have some type of mental disability. Many of these individuals seek community- based housing in the rental market. As a result of the U.S . Supreme Court's Olmstead decision , an increasing number of individuals with disabilities are moving from nursing homes and other institutional settings into community -based settings. Addit ionally, the overwhe lming majority of housing discrimination complaints received in the U.S . involve discrimination based on a disability. This pilot study represents the first compre hensive examination of discrimination in the rental housing market against people with men tal disabilities (MD). The study specifically focuses on persons with menta l illness (Ml) and those with intellectual or developmental disabilities (I/DD) . The goal of the study was to increase the understanding of the prevalence and forms of housing discrimination against this population as they seek market-rate housing and to evaluate the utility of different approaches to paired testing when conducting research on hou sing discrimination on the basis of mental disability. This study represents the first time that individuals with MI and I/DD have been enlisted to serve as in-person testers in a comprehensive , multicity housing discrimination study. The pilot testing conducted through this study documented significant levels of adverse differential treatment toward individuals with MD when compared with treatment toward testers without MD, and people with MI experienced higher rates of adverse treatment than individuals with I/DD. In addition to this pilot study, there are four supplemental short papers meant to complement and AMERIC/\r-... pVERSIGHT www.hud.gov espanol.hud.gov HUD-18-0686-F-000401 further illustrate the complex issues surrounding both housing discrimination against people with MD and the involvement of people with MD in testing for housing discrimination. Key Takeaways Prevalence and Type of Discrimination The testing conducted in this study found significant levels of adverse differential treatment towards individuals with MI and I/DD when compared with individuals who did not have MD. Specifically , the pilot study revealed that when compared to control testers, individuals with MD-either MI or I/DD-we re: o o o o o o Less likely to receive a response to their inquiry in e-mail testing ( 17.55 percent of people without disabilities received a response compared with 9 .19 percent of people with MI and I/DD in e-mail testing); Less likely to be told an advertised unit was available in in-person testing (5.94 percent of people without disabilities were told that the advertised unit was available compared with 0.99 percent of people with MI and I/DD in in-person testing); Less likely to be invited to contact the housing prov ider in e-mail testing (7.69 percent of people without disabilities were invited to contact the housing provider to see the unit compared with 0.00 percent of people with MI and I/DD in e-mail testing ); Less likely to be invited to inspect the available unit in telephone testing (21.26 percent of people without disabilities were invited to inspect the unit compared with 16.47 percent of people with MI and I/DD in telephone testing); More likely to be encouraged to look at a different unit than the one advertised in telephone testing , a potential indicator of steering peop le with MI and I/DD toward spec ific building or areas within rental complexes; and Treated adversely at disparate rates depending on disability type, with higher rates of adverse treatment found for individuals with MI than for those with I/DD. Regarding differences in adverse treatment between individuals with mental illness (MI) and those with an intellectual or developmental disability (I/DD), telephone testing revealed that testers with mental illness were: o o o Significantly less likely to be told that an advertised unit was available than the control tester; Significantly Significantly Lesslikely to be invited to inspect an advertised unit and more likely to be forwarded to a different unit than the one advertised (even when the advertised unit was said to be available); and Significantly more likely to be asked to provide additional information about their qualifications. These outcomes were similar for testers with I/DD as compared to control testers, but the differences in treatment between testers with I/DD and control testers was Lower than the difference between testers with MI and control testers, and not statistically significant. AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000402 In-person testing_also showed a difference in adverse treatment , with people with Ml significantly less likely to be told that an advertised unit was available than control testers, while the difference between people with I/DD and control testers was present hut not statistically significant Findings regarding requests for reasonable accommodations were also telling . Testing in both email and telephone revealed a significant percentage of individual s with MI and I/DD experienced adverse treatment with respect to a request for reasonable accommodation. Interestingly, the willingness of the hou sing provider to grant a request for accommoda tion was significantly higher when the request was made by telephone (59.1 percent willing to accommodate; 40.9 percent not willing to accommodate) compared to e-mail (15.4 percent willing to accommodate vs. 84.6 percent not willing to accommodate). Regardless of testing mode, a significant percentage of people with MI or I/DD were given a negative response to their reasonab le accommodation request, ranging from outright denials to more subtle barriers , such as an indication that the individual with MD would be respons ible for appealing the denial of his or her request by actively seeking out higher-level managers whose name and contact information were then not provided. Reasonable accommodation response rates differed by type of disability , revealing that a higher percentage of housing providers were willing to provide accommodations to people with I/DD (63.8 percent) than to people with MI (55.2 percent) . In sum, the pilot testing conducted through this study documented significant levels of adverse differential treatment toward individuals with MD when compared with treatment to testers without MD, and people with MI had higher rates of adverse treatment than individuals with I/DD. Testing Methodology This study demonstrated, through the utilization of testers with MD, that people with MI and I/DD can serve as effective testers, particularly where they are accompanied and supported by a companion tester without MD. Additionally, findings from in-person testing strongly indicated that both populations - individuals with MI as well as those with I/DD-could be equally successful with telephone testing if the same approach to training and debriefing is used for both methods. Policy Context The category of mental disability includes a variety of conditions , ranging from psychiatric disability or mental illness to intellectual or developmental disability. The nature of these conditions often limits incomes for affected individuals and frequently carries a stigma . Although official protections are in place through the federal Fair Housing Act, Title II of the Americans with Disabilities Act, and the Supreme Court 's 1999 ruling in Olmstead v. L.C., ipeople with mental disabilities face a host of challenges in seeking rental housing in the private market, including economic barriers and hesitancy on the part of housing providers, that limit their acces s to a wide range of housing options. Additionally , Title VIII of the Civil Rights Act of 1968 (Fair Housing Act) prohibited discrimination in the sale, rental, and financing of dwellings based on race, color, religion , sex, or AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000403 national origin. Title VIII was amended in 1988 (effective March 12, 1989) by the Fair Housing Amendments Act, which among other provisions, expa nded the coverage of the Fair Housing Act to prohibit discrimination based on disability or on familial status . 1 While the overwhelming majority of housing discrimination complaints received in the U.S. today involve discrimination based on a disability, little is known about the forms of discrimination experienced by people with MD when searching for housing. Previous research indicates that most discrimination involves inaccessibility, assumptions on the part of landlords that people with MD are unable to live independently, and/or an unwillingness on the part of housing staff to modify rules and policies that exclude people with disabilities. Contribution of the Research Prior to this study, the most significant examination of the leve l and nature of this type of discrimination was published in a 2005 HUD Disability Discrimination Study report. That report focused on developing a paired testing methodology for housing discrimination based on mental disability. The study found that although recruitment of people with MD who can handle a tester role is challenging, in-person testing is feasible, and peop le with MD can effectively serve as testers . This study was undertaken in part to build upon those findings. This study is the first of its kind to utilize testers with MD; as such, the findings have significant import for futw-e paired testing for housing discrimination. Research included two areas: the prevalence and kinds of discrimination facing people with MD seeking rental housing in the private market, and effective methodologies for testing for housing discrimination using people with MD as testers. Testing was divided equally between MI and I/DD, and more than 1,000 matched pair tests were administered - 359 by e-ma il in nine rental markets, 668 by telephone in nine rental markets , and 101 in person in two large rental markets. Policy Implications Findings from this study indicate that people with mental disabilities face various forms of housing discrimination , particularly in the areas of adverse differential treatment and requests for reasonable accommodations. These results suggest that a broad-based initiative to educate housing providers, including owners and their agents, about fair housing rights and obligations, including appropr iate policies and practices when dealing with individu als with mental illness or those with intellectual or developmental disabilities could help. Further, housing, disability , and civil rights organizations should increase efforts to engage and educate the community of people with mental disabilities about their rights under antidiscrimination laws, how to recognize discrimination , and what actions they should take when faced with discrimination. Finally, further research is advised using testers with mental disabilities to gain a more nuanced understanding of housing discriminations faced by this population. Potential for Controversy 1 United States Department of Housing and Urban Development. Retrieved 12/29/16 from https://portal.hud.gov/hudportal/HUD?src= /program offices/fair housing equal opp/progdesc/title8 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000404 The potential for controversy surrounding the involvement of testers with mental disabilities in this study is likely minimal , particularly considering the range of protections described for these protected testers . Safeguards included the use of companion testers (trained testers without mental disabilities), frequent breaks in training and testing, and flexibility in tester training protocols to accommodate varying levels of comfort and cognitive abilities. There may be potential for controversy around the study's discrimination findings. Credible evidence presented in this study shows that discrimination against persons with disabilities is a problem and further education and outreach could help. This study was not designed to provide reliable measures of discrimination at a national level. We would be interested in learning whether other offices believe that a nationally representative study would be valuable to the Department. For the present, PD&R would be pleased to collaborate with FHEO and any other office on programs and policies that would address these findings. Internal HUD Distribution: Identification Lines : Correspondence Code Name Originator Concurrence RRE RRE M. Ault C. Star Concurrence Concurrence Concurrence Concurrence Date Official Record Copy AMERIC/\r-... pVERSIGHT U.S. Department of Housing and Urban Development fonn HUD-7 13. I (02/03) HUD-18-0686-F-000405 Comments from OGC Litigation and OGC Single Family Insured Housing : b)(5) Client Privil ege; (b)(5) Attorn ey Work -Product Privil ege ; (b)(5) Deliberative Privilege (1) !(b)(5) Client Privilege ; (b)(5) Attorney Work -Product Privil ege; (b)(5) Deliberative b)(5) Client Privil ege; (b)(5) Attorn ey Wo rk-Product Privil ege; (b)(5) Delib erativ e Privil ege (2) b)(5) Cli ent Privil ege; (b)(5) Attorn ey Work-Product Privil ege; (b)(5) Delib erative Privilege ~----------------------------~ (b)(5) Client Privilege ; (b)(5) Attorney Work -Product Privil ege; (b)(5) Deliberative Privil ege AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000406 (b)(5) Client Privil ege; (b)(5) Attorney Work -Product Privil ege; (b)(5) Deliberative Privilege Comments from OGC Finance Law b)(5) Cli ent Privileg e; (b)(5) Attorney Work-Product Privil ege; (b)(5) Delib erative Privil ege AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000407 o b)(5) Cli ent Privil ege; (b)(5) Attorney Work-Product Privil ege; (b)(5) Deliberativ e Privil ege o (b)(5) Cli ent Privile ge; (b)(5) Attorney Work-Product Privil ege; (b)(5) Deliberative Privilege o (b)(5) Cli ent Privil ege ; (b)(5) Attorney Work-Product Privil ege; (b)(5) Deliberativ e Privilege AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000408 Ben Hobbs PIH Problems with Maintenance Fund Account and Proposed Solution Public Housin g Mainten ance Fund Account Idea and Problems (b)(5) Deliberative Privil ege The Rent Reform Working Gro up has identified severa l issues with this proposal that would limit its succe ss, including: o (b)(5) Deliberative Privil ege o o o o o o o (b)(5) Deliberativ e Privil ege AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000409 Ben Hobb s PIH l(b)(5) Deliberative Privilege l... Prop osed Solution: (b_)c_s)_D_e_nb_e_ra_ti_ve_ P_r_iv_ile_g_e_____________ __, (b)(5) Deliberative Privilege The policy is structured as follows : o (b)(5) Deliberative Privilege o o o o o o o o o Proposal benefits : AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000410 Ben Hobbs PIH o (b )(5) Delib erativ e Privil ege o o o o o o o o o o AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000411 Green (G) - On Trac k Amber (A)At risk Strategic Goals 1 Organize and Deliver Services More Effectively I 2 I Improve Project Champion the Way We Work I I Fiscal Responsibility and Controls 4 1 5 1 6 o Status HUD-18-0686-F-000412 Bravacos I C Craig Clemmensen I N/A I C Courtney Timberlake I N/A I C Beth Zorc I Hunter Kurtz I G I C I G Gaines I G Deana Bass I G I G ..... I 1'-'....,..,.II Moore Reduce Burdensome Regulations I Increase Homeownership and Financial Viability I Dana Wade Enhance Rental Assistance Political Advisor I John I I 3 I Strengthen Restore the American Dream Rethink American communities Forging A New HUD Together Objectives # 1 Reimagine the way HUD works GBPF ffl 0f'RWARD Clear (C) - Not yet started/defined I Adolfo Andrew Milan Ozdinec Hughes 7 End Veteran I Homelessness I Jemine 8 Promote Economic I Opportunity I Nelson Bregon I Bryon Marzol I Ralph 9 Remove Lead and Other Health Hazards I Matt Ammon I Ralph 1 0 Provide Effective Disaster Recovery I Janet Golrick I Kate Van Gaines I Pre-decisio nal, del, Dam I ~ ~ ~~ m J] )> - 007 G) :c ~ HUD-18-0686-F-000413 Pre-decisional, deliberative, pertinentto budgetformulation exercises, not for public distributionFY 2018-2022STRATEGICPLAN 2 ~~ m J] )> - 007 G) :c ~ HUD-18-0686-F-000414 Pre-decisional, deliberative, pertinentto budgetformulation exercises, not for public distributionFY 2018-2022STRATEGICPLAN 3 ~~ m J] )> - 007 G) :c ~ HUD-18-0686-F-000415 Pre-decisional, deliberative, pertinentto budgetformulation exercises, not for public distributionFY 2018-2022STRATEGICPLAN 4 ~~ m J] )> - 007 G) :c ~ HUD-18-0686-F-000416 Pre-decisional, deliberative, pertinentto budgetformulation exercises, not for public distributionFY 2018-2022STRATEGICPLAN 5 ~~ m J] )> - 007 G) :c ~ HUD-18-0686-F-000417 Pre-decisional, deliberative, pertinentto budgetformulation exercises, not for public distributionFY 2018-2022STRATEGICPLAN 6 ~~ m J] )> - 007 G) :c ~ HUD-18-0686-F-000418 Pre-decisional, deliberative, pertinentto budgetformulation exercises, not for public distributionFY 2018-2022STRATEGICPLAN 7 ~~ m J] )> - 007 G) :c ~ HUD-18-0686-F-000419 Pre-decisional, deliberative, pertinentto budgetformulation exercises, not for public distributionFY 2018-2022STRATEGICPLAN 8 ~FCreate Envision Centers Model to improve access and delivery of t Psupportive services to American families G Develop a strategy for the improvement of the Section 3 Program C 3 I Develop and deliver technical assistance for expansion of Jobs Plus model to expand the program with interagency partnerships 4 I Develop targeted outreach on supportive services for education 5 1 Increase residential support activities for Multifamily housing assisted residents through available programs. G G G HUD-18-0686-F-000420 Pre-decisional , deliberative , pertinentto budgetformulationexercises,notfor publicdistribution FY 2018-2022STRATEGICPLAN 9 ~~ m J] )> - 007 G) :c ~ HUD-18-0686-F-000421 Pre-decisional, deliberative, pertinentto budgetformulation exercises, not for public distributionFY 2018-2022STRATEGICPLAN 10 ~~ m J] )> - 007 G) :c ~ HUD-18-0686-F-000422 Pre-decisional, deliberative, pertinentto budgetformulation exercises, not for public distributionFY 2018-2022STRATEGICPLAN 11 ~ isk Descriptions ~ tcHtice - :D ,,.,-, 10 --~ Risk Name Risk Description "'" ;w,1 ~ -1 Organize and Deliver Services More Effectively Fraud Risk Management Program ENT-2 Legislative Changes ENT-9 Staffing Resource Constraints ENT-24 Standardization of Business Processes (b)(5) Deliberative Privilege CRM Project ENT-25 Improve the Way We Work ENT-6 ENT-21 HUD-18-0686-F-000423 ENT-30 ENT-34 Human Capital Policies b)(5) Deliberative Privilege Hiring Reasonable Accommodation Management Staff Pre-decisio nal, deliberative,pertinentto budgetformulationexercises,notfor publicdistributionFY 2018-2022 STRATEGICPLAN 12 ~ isk Descriptions ~ tcHtice - :D ,,.,-, 10 --~ - Risk Name Risk Description "'" ;w,1 O~(tfO -4 ....I Strengthen Fiscal Responsibility and Controls Financial Operations and Audit Remediation OCFO-5 Financial Operations and Audit Remediation OCFO-1 Financial Management Data and Systems OCFO-2 Changing Program and Financial Environment OCFO-10 HUDCAPS and LOCCs Financial Management Data and Systems OCFO-11 Time ly and consistent Financial Statements (including notes and schedules). HUD-18-0686-F-000424 OCFO-3 Execution Process Impact on Evaluation, Monitor ing, and the Ability to make Improvements PIH-4 r )(5) Deliberative Privilege I (b)(5) Deliberative Privilege l(b)(5) Deliberative Privile,;ie I (b)(5) Deliberative Pri.1ilege i XSJ0,110,,.,,. eo,r,ge I No description available. r XSJ0,110,,.,,. Pri"lege I Reduce burdensome regulations Overwhelming regulatory and compliance environment (b)(5) Deliberative Privilege Pre-decisio nal, deliberative, pertinent to budgetformulationexercises,not for public distributionFY 2018-2022 STRATEGIC PLAN I 13 ~ isk Descriptions ~ tcHtice - Risk Name :D ,,.,-, ,o --~ Risk Description "'" Increase Homeownership and Financial Viability ;w,1 (b )(5) Deliberati ve Privilege E!?:usin g~ IT Investments Housin g-3 Staffing Housin g-4 Procurement Process Housin g-5 Data Transparency/Consisten cy Enhance Renta l Assistance (b )(5) Deliberati ve Privilege PIH-5 Future of Public Housing f-- PIH-6 Funding f-- PIH-4 Overwhelming regu latory and compliance environment HUD-18-0686-F-000425 Ending Veteran Homelessness None CPD-2 Promote Economic Opportunity (b)(5) Deliberati ve Pri.1ilege IT Investment/Integration 'rA-l"IArlC ~:lt\ l"l!:111rlA11nAr !:lt 1u A nArtll"IAl"lttl'\ h111"11"1ATfl'\rn1111! :1t11ou'1 A v Ar r H~:AC!: r'll'\t fl'\r n11n11i, .. l"I IC!:tril'\11t11ou'l ? V -..,,, ,R_-.., ,, -..,-.., S, w.a, ? f,,i,I( - ..,, 4.N II 14 ~ tcHtice - :D ,,.,-, ,o --~ Risk Name "'" ~ lJ)(5) DelilJeralive Pri~ileye QBD-6 URA relocation CPD-7 Environmental Reviews ENT-12 Assessment of Current Hous ing Portfolio for Environmental Contaminates -I Risk Description Remove Lead and Other Healthy Hazards ;w,1 Provide Effective Disaster Recovery (b )(5) Deliberati ve Pri.1ilege CPD-1 Staffing Increases / Utilization CPD-2 IT Investment/Integration CPD-8 Grants Financial Management CPD-10 Monitoring alignment to risk and sufficiency of coverage OCFO1 Financia l Management Data and Systems HUD-18-0686-F-000426 - ~ isk Descriptions - Green (G) - On Track Amber (A) At risk Strategic Goals Restore the American Dream Objectives # Support Responsible 1 I Homeownership and I Financial Viability I 4 I 1 I Remove HUD-18-0686-F-000427 6 1 7 1 Dana Wade I Adolfo I Jemine Bryon Status I G I G I Ralph Gaines I G Marzol Andrew Milan Ozdinec Hughes Jaime Forero(ln place of Nelson Bregon) Promote Economic Opportunity Deana Bass Williams I C Lead and Other Health Hazards I Matt Ammon I Ralph Gaines I G Provide Effective Disaster Recovery I Janet Golrick I Maren Kasper I C Reduce Burdensome Regulations Reimagine the Wa_YHUD 8 Organize and Deliver Services More Effectively Wor~-d 9 Improve the Way We Work ecisional, del I I 5 Policy Advisor Champion Enhance Rental Assistance 2 I ForgingA New HUD Together NsS@S'd@P@@S 3 I End Homelessness Rethink American Communities 4F ffl 1f'RWARD I Clear (C) - Not yet I Beth Zorc Christina Brown I G Pat HobanMoore I John Bravacos I A I G Craig Clemmensen N/A I ~~ m J] )> - 007 G) :c ~ HUD-18-0686-F-000428 Pre-decisional, deliberative, pertinentto budgetformulation exercises, not for public distributionFY 2018-2022STRATEGICPLAN 2 ~~ m J] )> - 007 G) :c ~ HUD-18-0686-F-000429 Pre-decisional, deliberative, pertinentto budgetformulation exercises, not for public distributionFY 2018-2022STRATEGICPLAN 3 ~~ m J] )> - 007 G) :c ~ HUD-18-0686-F-000430 Pre-decisional, deliberative, pertinentto budgetformulation exercises, not for public distributionFY 2018-2022STRATEGICPLAN 4 rtive services to American families. y for the improvement of the Section 3 roaram. Develop and deliver technical assistance for expansion of Jobs Plus model to expand the program with interagency artnershios . Develop targeted outreach on supportive services for 4 1 education . increase residential support activities for Multifamily 5 1 housing assisted residents through available programs . Create program for PHAs and multifamily owne rs to 6 Ireport on time rent payments to credit agencies to increase the financial stability of tenants. 2 3 G C G G C-New initiative HUD-18-0686-F-000431 1 C oqf! ~~ m J] )> - 007 G) :c ~ HUD-18-0686-F-000432 Pre-decisional, deliberative, pertinentto budgetformulation exercises, not for public distributionFY 2018-2022STRATEGICPLAN 6 ~~ m J] )> - 007 G) :c ~ ct HUD-18-0686-F-000433 Pre-decisional, deliberative, pertinentto budgetformulation exercises, not for public distributionFY 2018-2022STRATEGICPLAN 7 ~~ m J] )> - 007 G) :c ~ HUD-18-0686-F-000434 Pre-decisional, deliberative, pertinentto budgetformulation exercises, not for public distributionFY 2018-2022STRATEGICPLAN 8 ~~ m J] )> - 007 G) :c ~ --- Key Risks 1 ire/es indicat es initiative #'s aligning t risk mitigation Risk HUD has not yet implemented an ente rprisewide Fraud Risk Management Program HUD has not aligned resources to changes in legislation HUD may not be able to adequately justify staffing levels . HUD-18-0686-F-000435 Pre-decisional , deliberative , pertinentto budgetformulationexercises,notfor publicdistribution FY 2018-2022STRATEGICPLAN 9 Mitigatio n Potential ~~ m J] )> - 007 G) :c ~ HUD-18-0686-F-000436 Pre-decisional, deliberative, pertinentto budgetformulation exercises, not for public distributionFY 2018-2022STRATEGICPLAN 10 ~~ m J] )> - 007 G) :c ~ HUD-18-0686-F-000437 Pre-decisional, deliberative, pertinentto budgetformulation exercises, not for public distributionFY 2018-2022STRATEGICPLAN 11 The Honorable John Hoeven Chairma n Senate Committee on Indian Affairs United States Senate Washington, DC 20515 Comment IAI: Housing Branch 1 Questions: Dear Mr. Chairman: b)(5) Deliberative Privilege I I I ,, ,, ,''' AMEf IC/\r-... pVERSIGHT '' '' HUD-18-0686-F-000438 Deliberative Privilege Improve the Way We Work Key Initiative Summary of Proposed Projects and Metrics As of 11/14/17 Improve the Way We Work Objective #1Model a culture of accountability Project 1 - Enhance Performance Management 1 Project 2 - Establish a knowledge and accountability culture 5% of managers/supervisors attend mandatory training lby June 30 of each year. Movement in EVSscores ,n identified questions in pilot areas. Project 3 - Resolve conflicts at the lowest level % of employees participating in communication training . Reduction in number of formal complaints filed in pilot reas. Mediation services established by June 30, 2018. Key Initiative Projects for the Key Initiative Droio HUD-18-0686-F-000440 Improve the Way We Work #2Expand leadership development and training opportunities across all levels % increase of EPA CS, PACS, EPPES established, :ompleted mid-year reviews and close out within istablished timeframes Disseminate Corporate Learning Plan Increase satisfaction of HUD Learn Training (training, !learning, applying) Project 2 - Increase usage and adoption of HUDLearn assessments and IDP Development Project 3 - Establish a digital waitlist and no-show policy for training Project 4 -Analyze HUDLearn and programmatic training data (SF-182) to capture the entire universe of traininQ opportunities and related costs. Project 5- Connect OCHCO data with analytics to identify linkages between core competencies, skill gaps and training offered. !Increase attendance rate for HUD Learn tra inin g 1/oof employees participating in non-mandatory raining Net reduction in the number of skill gaps identified by Iemployees and their managers Improve the Way We Work Key Initiative Summary of Proposed Projects and Metrics As of 11/14/17 Improve the Way We Work Increase trust, engagement and promote transparency Objective Key Initiative Improve the Way We Work HUD-18-0686-F-000441 Objective Improve the Way We Work Project 1- Create a toolkit for cross collaboration and enqaqement Project 2 - Promote best practices for building team engagement when not co-located Projects for the Key Initiative Project 1- Restore the Weaver Building's aging sanitary pipe structure Project 2 - Upgrade the Weaver building with shelter in place/kitchenette areas/ ADA bathrooms #4Modernize HUD's Space to enhance productivity Project 3 - Reduce the field space requirement and costs through a collaborative space management rncess Project 4 - Develop space awareness program to support new modern and collaborative workplace standards n umber of square foot reduced, dollars Isaved/avoided !space committees established Projects for the Key Initiative Key Initiative #5 BD Project 3 -Celebrate where HUD succeeds Project 1- Implementation of Wi-fi in the Weaver buildin Project 2 - Distribute laptops and dual monitors I Equip Employees Project 3 _ portable scanners and printers for disaster with tools they need and DEC on-site employees to succeed Project 4 - Increase usage and adoption of CIO IT tools and capabilities % of Positive Customer Service Satisfaction Survey Responses 1 of download of tools, increase use of platform s Improve the Way We Work Key Initiative Summary of Proposed Projects and Metrics As of 11/14/17 -H HUD-18-0686-F-000442 Mayor Butt Me et ing Talking Points Introduction o In your email (September 2, 2017, you expressed your intent to dissolve the RHA and attached a draft resolution to dissolve RHA. o Based on your ema il, it is the Department's understanding that RHA is interested in transferring its federally -assisted housing programs to another public housing agency. o The Department is supportive of any decision RHA makes to better serve low -income families in its jurisdiction. Housing Choice Voucher o The process for voluntary transfe rs of the housing choice voucher program is outlined in Notice PIH 2015-22 (HA), "Process for Public Housing Agency Voluntary Transfers and Consolidations of Housing Choice Vouchers, Five-Year Mainstream Vouchers, Project-Based Vouchers and Project Based Certificates ." Public Housing o The process for voluntary transfers of a public housing program is outlined in Notice PIH 201424 (HA), " Process for Public Housing Agency Voluntary Transfers and Consolidations of the Public Housing Program." o The process for removal of a PHA's last public housing units from its inventory is outlined in Notice PIH 2016-23, entitled Requirements for PHAs removing all pub lic housing units and guidance on either the termination of the ACC or the continuation of the public housing program, dated December 7, 2016 (the "2016 PIH Notice") . Guidance o To proceed w ith a voluntary transfer of your assisted housing programs, RHA must comply with the processes set forth in the above referenced notices. o For example, to effectuate the transfer of the Housing Choice Voucher program, both divesting (RHA) and receiving PHA submit letters agreeing to the transfer and the date upon which the PHAswould like the transfer to occur, together with an accompany ing board resolution . o HUD is ready to provide you technical assistance and support to reposition t he agency. AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000443 Summary: HUD has provided $236. 5 million in CDBG-DR fund s to support North Carolin a as it recovers from Hurricane Matthe w relat ed floodin g (DR-4285) TOTAL DAMAGE The disaster impacted thousands of households and businesses, as well as damaging infrastructure. DR 4285 was flooding that occurred as Hurricane Matthew made its way up the southeastern U.S. coastline in October 2016. All told, FEMA data show 37,000 homes with damage in 45 counties, with 7,300 of those homes experiencing serious damage. More than 695 small businesses are estimated to have had serious damage and applied for SBA disaster loans. FEMA has estimated infrastructure repair costs at $327 million. CONGRESSIONAL DIRECTION As you know, CDBG-DRis intended to support recovery from just this type of disaster. In the three separate approp riations that provide funding for disasters in 2016, Congress has asked HUD to allocate the funds in a way that focuses funds on the places with substantial serious unmet needs. To do this, HUD calculates a repair cost after considering how much is likely to be covered by FEMA, SBA, and Insurance. The methodology HUD has been directed to use is a met hodology that estimates "unmet" repair costs alone, not the additional cost fo r resiliency. UNMET NEEDS- HOUSING HUD's methodology for allocation looks only at the serious unmet housing needs in the 4 counties with the highest concentrations of serious damage. And it only factors in owner -occupied homes without flood insurance or renter units occupied by households with incomes less than $20,000. It also only looks at homes with serious damage, generally the homes with first floor flooding of 1 foot or more. For North Carolina, that means we are calculating unmet housing needs based on the 3,664 homes that meet these criteria . Some of these homes are assumed to also receive assistance from FEM A and SBA. We assume different repair costs based on severity of damage, but our estimate for these 3,664 homes work out to $35,273 per home . Using th is methodo logy, HUD estimates unmet repair costs for seriously damaged homes in the most impacted counties at $129 million. UNMET NEEDS- BUSINESS HUD estimates that 57% ofthe 695 small businesses with serious damage were denied a disaster loan at an assumed unmet average recovery need of $64,000 . This estimate is based on the average inspected damage by SBAfor businesses with an inspection. HUD applies this damage amount to the businesses denied, including a proportional share of those denied without an inspection. HUD's estimate of small business unmet repair costs at $25 mill ion . UNMET NEEDS- INFRASTRUCTURE DR-4285 had a 25% state cost share for FEMA Public Assistance. It is th is state cost share HUD uses as its estimate of unmet needs. As of May 24, 2017, FEMA estimates that the state cost share for the eligible disaster as $81.6 million . AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000444 PIH OFFICE OF FIELD OPERATIONS I HOT REGION VII ISSUES REPORT I 8/31/17 PERSONNEL Velma Navarro, Regional Public Housing Director Velma.Navarro@hud.gov (303) 672-5234 Region VII HUD Office Public Housing Director # of OFO Staff # of PHAs Kansas City Office Frances Cleary 20 220 Omaha Office Denise Gipson 9 107 St. Louis Office Daniel Sherrod* 12 72 41 399 Total *St.Louis Director position will be vacant as of 9/17/17. OCCUPANCY & LEASING PH APG Occupancy 95.01% HCV Leasing Leasing 89.38% ABA 101.79% HOT ISSUES RECEIVERSHIP: WELLSTON HOUSING AUTHORITY (MO138) 201 Public Housing Units, 93.5% occupied O Housing Choice Vouchers PHAS: 68/100 (Substandard): Physical: 20/40; Financia l: 25/25; Management: 13/25; Capita l Fund: 10/10 o HUD possession since July 8, 1996 due to poor governance, finance, and physical condition of its properties. o Mayor Nathaniel Griffin designated five members to an Advisory Committee in June 2017. They will become the Board of Commissioners at transition. o HUD will conduct a Transition Readiness Assessment in Summer 2017 to confirm that WHA has the capacity to function independent ly from HUD and is prepared for transition. o HUD and the Mayor are expected to agree to a transition date for Fall 2017. o At transition, HUD and WHA's new Board will enter into an Oversight Agreement to provide ongoing enhanced monitoring and oversight and technica l assistance by HUD for a period of at least two years. AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000445 OFO Hot Issues I July 2017 OMAHA HOUSING AUTHORITY (NE00l) 2,705 Public Housing Units 4,569 Housing Choice Vouchers o The Omaha Housing Authority (OHA) has been under a PHARSRecovery and Sustainability Agreement since December 23, 2013. Although some improvement in PHASscores was made, OHA has a long way to go to reach long-term sustainability of the agency. o OHA is in a period of major staffing transition and HUD is providing ongoing direct technical assistance to build capacity, establish a culture of planning, managing, and monitoring, and achieve long-term sustainability. o OHA is in Senator Grassley's jurisdiction and received attention from his office over the past year. HIGH-COST PORTABILITY ISSUES IN IOWA Effected PHAs Public Housing Units Housing Choice Vouchers OTTUMWA HOUSINGAUTHORITY(IA004) 359 237 LOW RENTHOUSINGAGENCYOF CLINTON (IA098) 50 424 EASTERNIOWA REGIONAL HOUSING AUTHORITY (IA126) 164 983 o _____ Residents may "port-out" housing choice vouchers after living in a PHA's jurisdiction for a year. In Iowa, many residents are moving to low cost areas, where there are shorter wait ing lists for vouchers, living in the jurisdiction for a year, and then immediate ly moving to a high cost area. o Divesting PHAs pay for the cost of these ports, and for many PHAsthe high-cost ports account for a disproportionate share of their HAP budget (2-6% of vouchers accounting for 15% of costs) . o Since FY17 appropriations did not include a high-cost port set aside, PHAs are now in funding shortfall and may be required to take cost saving measures that may have a negative effect on their communities. o A review of all Iowa PHAs demonstrated 32 are paying HAP for ports. The difference in PHAs' PUC between the ported vouchers and in-jurisdiction vouchers ranges from $20-$1700, with an average difference of $512. o The cost of portability to these HCV programs in Iowa : Total Unit Housing Months % Ports of Authority Leased (UML) Total HAP all UML IA004 Ottumwa 191 6% $ 71,834 % Ports of all HAP 15% IA098 Clinton 364 $ 127,819 2% 4% IA126 EIRHA 872 $ 380,078 5% 12% Port Per Unit Cost (PUC) $971.27 Non-Port PUC $339.72 $798.83 $343.65 $1,109.24 $401.80 SUSPENSION OF CAPITAL FUND GRANTS DUE TO GOVERNANCE ISSUE Effected PHAs Public Housing Units Housing Choice Vouchers 359 237 FAIRMONT HOUSINGAUTHORITY (NE064) 50 424 YORK HOUSING AUTHORITY (NE094) 164 983 STROMSBURGHOUSINGAUTHORITY (NE017) o The PHAs highlighted failed to comply with the Capital Fund Program rules and have grants that are suspended (as of 7/18/17) , despite repeated HUD requests . AMERIC/\r-... pVERSIGHT 2 HUD-18-0686-F-000446 OFO Hot Issues I July 2017 o All three PHAs have the same person as the contract Executive Director or Contract Manager. o Additionally, these PHAs were under a contract for services with a fee account ing firm owned and operated by the Executive Director, which was determined to be a conflict of interest. HUD requi red the Executive Director to resign or procure fee accounting services from another firm. HUD is planning additional fol low-up as the PHAs have failed to meet required dead lines for resignation or procurement. OTHER HIGHLIGHTS o Small PHA Challenges: o Lack of Avai lable, qualified, engaged board members o Executive Director ? Lack of pool of qua lified EDs ? High turnover rate ? o Lack of staffing at PHAs- part t i me EDswith no staff, managing mult i ple priorities Changing Mar kets ? ? ? o Economic conditions ? Volatil ity of oil industry ? o o Small Communities without services, doctors, grocery stores, industry Influx of competition - Rural Development, HUD Multi-Fami ly Declining rural populations Loss of manufacturing industry Field Office 1-49 Units 50-24 9 Unit s Kansas City 91 80 12 Omaha 73 21 4 St. Louis 20 34 9 >=250 Unit s Choice Neighborhood Initiative (CNI): The Kansas City Office of Public Housing is work ing in collaboration with the Housing Authority of Kansas City, Missouri (HAKC), FPM, and other community partners as HAKC moves forward with the CNI Implementation Grant. The grant is supporting a comp rehensive Transformation Plan for the replacement of the aging Chouteau Courts' 134-pub lic housing units, and revitalization of the surrounding Paseo Gateway commu nity. Region VII Counsel Stated PHAs Must Not Use HUD Funds to Pay for Cable TV: The Kansas City Field Office determined that some PHAssigned contracts with cable TV companies, whereby the PHAs pay for property -wide service and then pass on the costs to residents . On Aug. 11, 2017, Regional Counsel determined that this is an ineligible use of HUD funds, because such contracts are not necessary fo r PHAs to carry out their obligations under their ACC.This legal opinion is likely to have a nationwide impact . AMERIC/\r-... pVERSIGHT 3 HUD-18-0686-F-000447 PIH OFFICE OF FIELD OPERATIONS I HOT REGION VIII ISSUES REPORT I 8/31/17 Velma Navarro, Regional Public Housing Director 01r , a 0 (303) 672-5234 0 2 Region V III HUD Office Denver Off ice Public Housing Directo r # of OFO Staff # of PHAs Janice Rodriquez 18 169 18 169 Tot al OCCUPANCY & LEASING PH APG Occupancy 95.98% HCV Leasing Leasing 87.49% ABA102.10% COLORADO SMELTER SUPERFUND SITE AT PUEBLO PHA (CO002) 901 Public Housing Units 1,540 Housing Choice Vouchers o The Pueblo Housing Aut hority is subject to mitigat ion efforts as part of the Colorado Smelter Superfund site . Both lead and arsenic have been detected at elevated levels around the Smelter site . o Pueblo City/County Department, HUD and other Federal agencies, and PHA are sharing data and working on a mitigation plan . EPAcontinues to conduct tests, provide technica l assistance, and requested that mitigation funds be fast -tracked. In 2016, EPAperformed time -critica l removal actions, and will begin outdoor cleanups once an early action interim Record of Decision is released. o PHA has publ ic housing with in the footpr int of the site (51 units) and in relatively close proximity outside t he site boundar ies (12). The PHA also manages a 12-unit Moderate Rehabilitatio n property and 20-25 HCV units, including 2 HCV Homeownersh i p units, with in the boundaries of the smelter test i ng site. o Public housing residents have been notified by EPA. EPA has comp leted testing and results will be added to lead disclosure forms signed by tenants. PROJECT BASED VOUCHERS & COC SUBSIDIES Effected PHAs Public Housing Units Housing Choice Vouchers 49 1,072 0 6,651 FORT COLLINS PHA {C0041) 135 1,106 SALT LAKE CITY PHA (UT004) 390 2,789 BOULDERHOUSINGPARTNERSPHA (CO016) COLORADODIVISIONOF HOUSINGPHA (C0911) AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000448 OFO Hot Issues I July 2017 o PIH and CPD received confirmation 24 C.F.R.? 983.54(d) prohibits a PHA from attaching Project -Based Voucher (PBV) assistance to units subsidized Continuum of Care (Coe) Operating Funds. Efforts are underway to confirm instances in which CoC Operating Funds and PBV assistance were used in t he same project and address any regulatory noncomp liance. HIGHLIGHiliS o Small PHA Challenges: o Lack of Avai lable, qualified, engaged board members o Executive Director ? ? Lack of pool of qualified EDs High turnover rate ? o Lack of staffing at PHAs- part t i me EDswith no staff, managing multiple priorities Changing Markets ? Small Communities without services, doctors, groce ry stores, industry ? ? o Economic conditions ? Volatility of oil industry ? o Influx of competition - Rural Development, HUD Multi-Fami ly Declining rural populations Loss of manufacturing industry Field Office 1-49 Units 50-249 Units >=250 Units Denver 41 36 34 Utah ConnectHome Public-Private Partnership Formed: A partnership arose as a result of Region VII PIHand FPM-led meeting to provide information and promote HUD's ConnectHome Nation initiative. o The partnership includes the two largest PHAs in Utah (the Salt Lake City and Salt Lake County Housing Authorities), Utah Nonprofit Housing Corporation (a maj or MF assisted housing provider in Utah and surrounding states), HUD, PCsfor People, Salt Lake City Library Network, Mobi le Beacon, and Sprint. o Events supporting this partnership have included presentations by Comcast on their low -cost internet service and the Denver Housing Authority (participants in the ConnectHome pilot program) on best practices, success stories, and progress in Denver. o Future plans include a computer distr ibution event in October. As part of the event, 300 families will receive a desktop computer, hot spot, and internet service for $10 a month. Training wil l also be provided at the event and future educational opportunities are being planned to ensure the families have the skills needed to be successful. 2 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000449 Potluck for NAME Andrew Hughes DISH/ FOOD ITEM Turkey (l lb) $22 Drew McCall James Bacon Hunter Kurtz Matthew Cummings Michael Burley Mike Kelley Mike Dendas Seth Appleton Connor Dunn Dana Wade Alex Coffey John Bravacos Ben Hobbs Rickey Nelson Raffi Williams John Gibbs Sarah Garza Christina Brown Stephanie Fila Victoria Barton Adolfo Marzol Turkey (l lb) $22 Turkey (l lb) $22 Turkey (l lb) $22 Turkey (l lb) $22 Turkey (l lb) $22 Turkey (l lb) $22 Turkey (l lb) $22 Turkey (l lb) $22 Turkey (l lb) $22 Turkey (l lb) $22 Turkey (l lb) $22 Turkey (l lb) $22 Turkey (l lb) $22 Turkey (l lb) $22 Turkey (l lb) $22 Turkey (l lb) $22 Stuffing Stuffing Stuffing Stuffing Stuffing Stuffing Stuffing Gravy Gravy Gravy Gravy Mashed potatoes Mashed potatoes Mashed potatoes Mashed potatoes Mashed potatoes Mashed potatoes Mashed potatoes Side dish Stephanie Fila Joseph Gormley Suzanne Tufts Jacie Coressel Evonne Heredia Christina Brown Dave Woll Caitlin Thompson QUANTITY 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 2 1 1 1 1 (sweet potatoes) 1 1 (cheesy potato casserole) HUD-18-0686-F-000450 Potluck for NAME Jade Coressel DISH/FOOD ITEM Side dish Allie Mills Evonne Hered ia Kara Hughes Juli Haller Sarah Garza Allie Mills Ashley Ludlow Sheila Greenwood Mike Marshall Mike Marshall Abby Delahoyde Abby Delahoyde Side dish Pumpkin pie Pumpkin pie Pump kin pie Dessert Dessert Dessert Dessert Dessert Dessert Beverages Beverages Abby Delahoyde Abby Delahoyde Abby Delahoyde Alex Stowe Caitlin Thompson Stephen Rawlinson Tim Petty Tim Petty Ben Demarzo Alex Stowe Ben Demarzo Alex Stowe Tim Petty Tim Petty Tim Petty Beverages Beverages Beverages Beverage s Beverages Beverages Plates (SO) Plates (SO) Utens ils (SO) Ute nsils (SO) Napkins (SO) Napkins (SO) Cups (SO) Cups (SO) Ziploc gallon bags (SO) QUANTITY 1 (mac 'n cheese) 1 (green bean casserole) 1 1 1 1 (choco late French tarte) 1 (pound cake) 1 (cheesecake) 1 (lemon bundt cake) 1 (app le pie) 1 (pecan pie) 1 (Dr. Pepper) 1 (coke) 1 (sprite 1 (roo t beer) 1 (ginger ale) 1 (water) 1 (sweet tea) 1 (water) 1 1 1 1 1 1 1 1 1 HUD-18-0686-F-000451 HUD Conference Call with Congressional Staff Friday, September 1, 2017 10:00 AM to 11:00 AM (CST) AGENDA 10:00 AM Welcome Progra m Office Presenter Beth Van Duyne Regional Administrator, Region VI 10:05 AM Basic s of HUD Responsibilities in Disa ster Ass istance Tony Hebert Disaster Recovery Coordinator - Region s I-X 10:10 AM Disaster Recovery , CDBG Next Steps Stan Gimont Act ing Deputy Assistant Secretary for Grant Program s 10:20AM Multifamily Housing Mary Walsh Director , Southw est Region , Office of Multifamily Housing 10:25 AM Public and Indi an Housing Donna Wickes Southwest Regional Public Housing Director , Office of Public and Indian Housing 10:30 AM FHA Single Family David Turner Single Family Program Advisor Denver Homeownership Center (HOC) 10:35 AM FHA National Servicing Center Amy Foster Branch Chief, Loss Mitigation Division Mortgagee Compliance Manager - GTM Nat iona l Servicing Center, Oklahoma City 10:40AM Questions /Comments AMEf IC/\r-... pVERSIGHT HUD-18-0686-F-000452 Required Metric Background Information Desired Outcome of the Initiative : (e.g. Increase Customer Satisfact ion of Helpdesk Service) Key Metric(s) : (e.g. Helpdesk Customer Satisfaction) o Tracking M etric( s): (e.g. Customer Satisfaction Survey Response Rate) o Metric AMERIC/\r-... pVERSIGHT M etric Title o Description: o Data source: o Unit of measurement : o Dimension: (e.g. Percentage) o Calculation method : (e.g. Percentage of individuals reporting the resolution of thei r helpdesk inquiries as "high ly satisfying") o Frequency: (e.g. Quarterly) o Direction: (e.g. Increasing) o Data quality (limitations/advantag es of the data) : o Measurement Validation , verification , and improvement of measure : HUD-18-0686-F-000453 Policy Development and Research: ResearchSummary Briefs 7/25/17 Table of Contents Group A: Likely Media and/or Congressional Interest Wor st Case Housing Needs: 2017 Report to Congress ................. ................................... ....................... 2 Rental Housing Discrimination on th e Basis of Mental Disabiliti es: Result s of Pilot Testing .................. 3 HUD-VASH Exit Study ...... .......... ....... ................. ........ ......... ........ ......... ........ ......... ........ .... ............. ....... 4 Length of Stay in Assisted Housing ........................................................................................................ 5 Small Area Fair Market Rent Demonstration ............................................................ ................. .... ........6 Group B: Likely Industry Group Interest (not Congress or Media) The Credit Enhancing Function s of Down Payment and Down Payment Substitut es ............................. 7 Importance of Mortg age Down Payment as a Dete rrent to Delinquency and Default ......... .......... ........ 8 Reducing Work Disincentives in the Housing Choice Voucher Program: Rent Reform Demonstr ation Baseline Report ....... .............. ................ ................ ................. .... ............. .... ............ ..... ............ ..... ....... 9 Rent Burden in th e Housing Choice Voucher Program ........... ........ ......... .................................. ........... 10 Scaling Up a Place-Based Employm ent Program: Highlight s from th e Early Jobs Plus Pilot Program Evaluation oo...ooooo.o...oooo...ooooo.....ooo.....ooo....o.ooo.o...oooo...oooo......oooo...oooo......oooo...ooooo...o.ooo.....ooo....o.oo..o...oooo.11 Improper Payment s: Quality Control for Rental Subsidy Determination Study ............. ........... ............ 12 Utility Allowance Compar ison Study .............. ............... ...................................................................... 13 Evaluation of the Section 811 Project Rental Assistance Program - Phase I .................... ......... ........ .... 14 Event Study in Relativ e Prices and Mortgage Loan Term .................... .... ....................... ...................... 15 Health Picture of HUD-Assisted Children 2006-2012 ....... ................................ ........ .......... ....... ......... ...16 Group C: Statistical or Technical Residential Structural Design Guide ........... ......................... ................. ............... .... .............. ............. .17 Innovati ve Building Technology Guide ............... ............................................................... ................. .18 Best Practices Manual for Compressed Earth Block in Sustainable Indian Country Construction ......... 19 Characteristics of HUD-Assisted Renters and Their Unit s......... ........ ................. .................................. .20 1 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000454 Wo rst Case Housing Needs: 20 17 Report to Congress (Group A) Headline Findings The number of renter households with wo rst case housing needs, i.e. very low-i ncome renters who do not receive governmen t housing assistance and who paid more than one-ha lf of thei r income fo r rent, lived in severely inadequate conditions, or both, increased to 8 .3 million in 2015, up from 7.7 million in 2013 and slightly less than the record high of 8.5 million in 2011. Key Findings o The number of households with worst case needs have increased by 66 percent since 2001 , with historic increases occurring betw een 2007 and 2011 o More than 98 percent of households w ith worst case needs were severely rent burdened; fewer than 5 percent lived in severely inadequate housing. o The likeli hood that a very low -income renter household had worst case needs increased from 42 percent in 2013 to 43 percent in 2015, approaching the record rate of 44 percent observed in 2011. Over half of extremely low-income renter s-52 percent-had worst case needs. o The absolute numbe r of househo lds with worst case needs increased across all racial and ethnic groups and all types of households, whether they we re families wi t h children, elderly, or single people and roommates . o Contributing most to the increase in worst case needs was a notable shift from homeownership to renting . The stock of rental housing affordab le to very low-income rente rs shrank between 2013 and 2015 and vacancy rates remained highest among the most expensive units . o Regionally, the South and West were home to most very low-income renters, the highest prevalence of worst case needs and the lowest likeli hood of receiving housing assistance. By metropolita n type, worst case needs were most preva lent in densely populated urban suburbs , followed by central cit ies. Policy Implications o Severely rent burde ned households at the lowest income levels continue to make trade-offs between basic necessities and housing, spending 53 percent less on food, healthcare, and transportation than similar families w it h access to affordable housing. o While the overa ll supply of rent al st ock grew subst antia lly bet ween 2013 and 2015, the supp ly of stock affordab le to very low-income renters decreased and higher income renters occupied a growing share of units affordable to the poorest renters. o Preservation and production of affo rdable rental units through both federal and local initiatives will remain an impo rtant companion to increasing the supply of higher -end renta l stock and expanding homeownership opportunities to reduce mismatches within the rental housing market. Interested Stakeholders o Affordab le renta l housing advocates o Affo rdable and market rate housing deve lopers o Realtors and advocates for increasing homeownership 2 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000455 Rental Housing Discrimination on the Basis of Mental Disabilities: Results of Pilot Testing (Group A) Headline Findings Individuals with mental illness (Ml) and those with intellectual or developmental disabilities (I/DD) face significant levels of adverse differential treatment when compared with individuals who did not have mental disabilities (MD). Key Findings When compared to control testers, individuals with MD-either Ml or I/DD - were : o o o o o Less likely to receive a response to their inquiry in e-mail testing. Less likely to be told an advertised unit was available in in-person testing. Less likely to be invited to contact the housing provider in e-mail testing. Less likely to be invited to inspect the available unit in telephone testing . Mo re like ly to be e ncouraged to look at a different unit than the one advertised in telephone testing, a potential indicator of steering people with Ml and I/DD toward specific building or areas within rental complexes. o Treated adve rsely at disparate rates depending on disability typ e, with higher rates of adverse treatment found for individuals with Ml than for those with I/DD. Testing adverse treatment between individua ls with mental illness and those with an intellectual or developmental disability (I/DD), testers with mental illness were: o o Significantly less likely to be told that an advertised unit was available than the control teste r; Significantly less likely to be invited to inspect an advertised unit and more likely to be forwarded to a different unit than the one advertised (even when the advertised unit was said to be available); and o Significantly more likely to be asked to provide additional information about their qualifications . Policy Implications o Findings from this study indicate that people with menta l disabilities face various forms of housing discrimination, particu larly in the areas of adverse differential treatment and requests for reasonable accommodations. o A broad-based initiative to educate housing providers, including owners and their agents, about fair housing rights and obligations, including appropriate policies and practices when dealing with individuals with mental illness or those with intellectual or developmental disabilities could help address the issue. Interested Stakeholders o Disability, and civil rights organizations o State and local governments seeking to comp ly with the Supreme Court's Olmstead decision 3 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000456 HUD-VASH Exit Study (Group A) Headline Findings The HUD-VASHprogram provides stable housing for formerly homeless Veterans with 86.6 percent retaining housing for at least one year and 60.4 percent stayed for at least two years, and supports success at exit as 93 percent of leased-up exiter s and 90 percent of non-leased exiters did not return to homele ssness. Key Findings o Leased-up exiters were more likely than non-leased exiters to leave for positive reasons. About half of leased-up exiters, but only one quarter of non-leased exiters, had positive reasons for exit. The most common positive reasons for exit were accomplishing goals, increasing income, and going to live with family or friends . o Case managers and program staff believe the program can be more successful with increased collaboration with community partners, streamlined internal processes, and flexible requirements for participating Veterans. o Case managers and PHA and VA program staff believe the program's effectiveness is decreased with high turnover of VA case managers and lack of mental and behavioral health specialist s, lack of financial resources to assist with move-in costs, and limited housing available to voucher holders with past evictions, broken leases, poor credit, and felony convictions. o Veteran s noted that inadequate financial resources for housing search and move-in costs prevent accessing housing, often feel discriminated against in rental housing markets , and believe that there are no units suitable for disabled Veterans. o Of veterans that exited the program, common difficulties included : program rules about staying sober, time limits on finding an apartment with the vouchers, and friends or family members not being allowed to live in the unit with the Veteran. Policy Implications During the course of developing this report, ongoing program improvement and technical assistance have helped HUD and the VA take numerous steps to improve the VASH program that may not be captured in the results of this study. Notwithstanding those changes, the findings of this report support the following approaches to improving the HUD-VASH program . o Help Veterans transition into and out of HUD-VASHwith extra financial support at critical junctures, and help establish financial stability by continuing to emphas ize connecting Veterans with benefits and services that increase income, like social security and employment services. o Help Veterans lease up by developing and maintaining relationships with landlords, preinspecting units, and providing transportation for the housing search. o Support Veterans entering HUD-VASHfrom inpatient or emergency services, correctional programs, or from the streets, through Critical Time Intervention . o Use project -basing of vouchers as an alternative to scattered-si t e, t enant-based permanent supportive housing for Veterans who need or prefer project-based supportive housing. Interested Stakeholders o Veterans groups o o Homeless advocates VA leadership and program staff 4 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000457 Length of Stay in Assisted Housing {Group A) Headline Findings The typical household who left HUD assisted housing in 2015 stayed for 6.0 years, up from an average stay of 4.4 years among those who left in 2000. Length of stay increased across all household types during this period, but is highest among Elderly households, who stay an average of 9 years. Key Findings o The length of stay varies by household type. Elderly households stay longer than average, about 9 years, and non-elderly families with children stay about 4 years. o The average length of stay varies across the major HUD programs: 4.9 years for Housing Choice Vouchers, 5.3 years in Section 8 project-based housing, and 5.6 years in public housing . The percentage of all HUD-assisted households ending participation each year averaged 14 to 18 percent during the study period. o The households who remain in assisted housing and the households who exit have comparable incomes averaging $13,000-$14,000 per year. o Racial and ethnic minorities seem to stay for longer periods of time within the HCV program, but race and ethnicity has less influence in the public housing and Section 8 project-based housing programs. o Market conditions influence length of stay in assisted housing. Where the market rents are comparatively high or the availability of rental housing is comparatively low, households in assisted housing tend to stay longer. Policy Implications o The results confirm previous research findings that length of stay is related to the householders' age, presence of children, and the availabi lity of alternative housing in the private marketplace. Fundamental market forces play a substantial role in increasing length of stay in assisted housing as rents have risen sharply relative to renter incomes over an extended period, and there are increasing shortages of affordable rental units relative to the number of very lowincome renters . o The average length of stay varies by household type, including race and ethnicity, and finds that the median length of stay was greater for minority households than for whites. While many factors could contribute to the diffe rences by race and ethnicity, factors the author include are housing discrimination in the private market along with the shrinking availability of low rent o The level of household income and its source did not have the expected effects on length of stay. Greater income increases length of stay for the elderly, disabled, and families with children. Such results suggest that for many assisted households who choose to work, the employment opportunities available to them are insufficiently robust and reliable to obviate their need for housing assistance in areas with large affordable housing gaps. units below the Fair Market Rent. Interested Stakeholders o PHA leadership and local elected offic ials o Affordable housing and tenant advocates o Affordable housing providers and landlords serving HUD-assisted tenants 5 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000458 Small Area Fair Market Rent Demonstration {Group A) Headline Findings Allowing PHAsto instit ute Small Area Fair Mark et Rents (SAFMRs) result s in an increase in unit s in high-rent, higher opportunity ZIP Codes. However, th is gain does not offset the correspondi ng decrease in the number of units in the low -rent and moderate -rent ZIP Codes wh ich lead to a net a loss of over 22,000 units (3.4 percent) and an increase in rent burden for tenant s that remain in low cost zip codes. Key Findings o After implementation of SAFMRs,HCV holders were slightly more likely to live in hig h-rent ZIP Codes (20 percent compared w it h 17 percent) , w hich tra nslated into a slight increase of HCV holders in high-op portunity areas (13 percent compa red with 11 percent) . In t he com parison PHAs there was no change in the percent of househo lds that lived in high-re nt ZIP Codes. The percent of HCV holders in high-opportun it y areas did not change for t he compa rison PHAs (9 o The overall decrease in per-unit payment standards in SAFMR PHAs indicates t hat increases in payment standards for households in high-rent neighbor hoods were more than offset by lower paymen t st andards for households in low -rent neighbo rhoods. o Housing Assistanc e Payment (HAP) costs declined in real terms between 2010 and 2015 in percent). SAFMR PHAs. o Rents paid to land lords st ayed almost flat in real terms between 2010 and 2015, but varied by rent category. o Average tenant contributions to rent in the SAFMR PHAs increased by 16 percent betwee n 2010 and 2015 . PolicyImplications o HCVstheoret ically offer HCV holders the chance to locate in neighbor hoods with highperforming schools, low rates of poverty, and other characteristics associat ed with opportunity for neighborhood residents. In pract ice, however, HCV holders are frequently concentrated in high-poverty neighbo rhoods . SAFM Rs could lead to a greater share of HCV ho lders locating in higher opport unity neighborhoods . o A move to SAFM Rs could also affect landlords' interest in and awareness of the HCV program. Higher payment standards in high-cost ZIP Codes could attract landlords' interest, w hereas lower payment standards could discourage thei r engagement with the HCV progra m. o A move to SAFM Rs would also aff ect the local PHAsthat administer the HCV prog ram . It ultimatel y could alter the average amount PHAs pay to landlords for t he units they administer. Households may respond to SAFMRs by more frequently moving to or select ing higher-cost areas. However , without a corre sponding reduction in costs associated with households re nt ing in lower -cost areas, or associated gains in HCV holders' incomes that result in the ir paying a great er share of the rent , a PHA ultimately may not be able to fund as many voucher s as before . Interested Stakeholders o PHA leadership and local elect ed offic ials o Afforda ble housing and tenant advocates o Affordable housing providers and landlords serving HUD-assisted tenants 6 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000459 The Credit Enhancing Functions of Down Payment and Down Payment Substitutes (Group B) Headline Findings The dow n paym ent serves multipl e credit enhancing funct ions including the capacity and wi ll ingness to repay, capacity and willingness to maintain the property and pay for unexpected repairs, commitment to homeownership, "skin in the game", and protecting lenders against probability of default, loss severity, and market risk. Key Findings o Substitutes for cash down payment include borrower credit history, counseling, individual development accounts (IDAs), community land trusts (CLTs),borrower reserves, borrower income and residual income, short -te rm mortgage products, shared appreciation mortgages (SAMs), mortgage insurance, home price index futures, and home equity insurance. o Cash down payment was found to be the most effe ct ive tool in reducing risk to lende rs. The literature also finds that some down payment functions can be met to greater or lesser extent by alternatives, but no single alternative can fully replicate all functions . Additionally, some substitutes to cash down payment suffer from operational, imp lementation, data availability or other impediments that have limited the attainment of their full potential. o This survey of existing literature revealed a gap in research evidence on the comparat ive effectiveness of all down payment substitutes. Instead, studies generally evaluate the probability of defau lt or loss severity for one or more of the substitutes without direct comparisons to the level of down payment. Another limitation is that these studies genera lly examine programs that operate at a small scale and may not be genera lizable. Policy Implications o The ability to save for a cash down paymen t represents a barrier to homeown ership for many low- and moder ate -income households and first-time homebuy ers th at surpasses even housing afford ability (in terms of income relative to area home prices) and credit history. During a period of static household incomes and rent inc reases that outpace inflation it has become increasingly difficult for low- and moderate-income households to save for a down payment. Tightening credit markets in the aftermath of the housing market crash and associated financial crisis has highlighted the importance of leveraging research evidence to develop policies that balance market risk and homeownership accessibility . o Offering mortgage products with lower down payment requ irements is one potential policy lever for making homeownership more attainable for these households. However, lower down payment options may be associated with increased lender risk unless substitutes such as mortgage insurance provide viable alternative protections against default or loss. Interested Stakeholders o Realty, mortgage lending, and home construction industries o Advocates for increasing homeownership 7 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000460 Importance of Mortgage Down Payment as a Deterrent to Delinquency and Defau lt (Group B) Headline Findings Financial Services loan-level mortgage origination and performance data of major mortgage servicers across a wide range of mortgage markets show that, when focusing on the combined loan-to-value (CLTV)all else equal, lower proportional down payments were associated with higher rates of delinquency and default. Key Findings o A 100-point decrease in credit score would require a 20 percentage point increase in the down payment to compensate for the increased risk of default . o A 5-point increase in Debt to Income (DTI) ratio would require a down payment that is 2.19 percentage points higher to produce an equivalent probability of default. o Prime loans and loans for relatively higher-priced homes had lower risk holding down payment levels and other factors constant. o A 10 percent down payment in the average home price appreciation market (4 percent lifetime appreciation) is associated with a probability of default that is 3 times lower than when local home prices depreciate by 30 percent. o Across the spectrum of credit scores, the risks associated with relaxing down payment requirements depend on market -level factors like home price appreciation trends in the local metropolitan area. Policy Implications o This study underscores the importance and potential for balancing different mortgage down payment requirements with other relevant compensating factors to manage mortgage credit risk. Given that the mortgage down payment represents a significant barrier for many households, policymakers could use this analysis as a starting point in evaluating alternatives to current requirements that balance risk with broadening access to mortgage markets. o These findings may support and inform the design or modification of pre-purchase housing counseling and education programs or down payment assistance programs. Interested Stakeholders o Realty, mortgage lending, and home construction industries o Advocates for increasing homeownership 8 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000461 Reducing Work Disincentives in the Housing Choice Voucher Program: Rent Reform Demonstration Baseline Report (Group B) Headline Findings HUD is testing a new rent model at 4 Moving-To-Work PHAsto see if a new rent model increases work for non-elderly, non-disabled tenants. The reforms being tested include a combina t ion of higher minimum rent; use of 29% of gross income instead of 30% of adjusted income; recertify on ly once every three years; and a simplified utility allowance. Over 6,000 families have been randomly assigned to either the new rent (3,118 families) or the existing (Brooke rent) model (3,090 families). This report documents the baseline characteristics of the tenants and the experience of the PHAs implementing the rent model being tested. Follow-up reports will look at impacts 18 months and 36 months after random assignment . Key Findings o o o o o o The average new initi al TTP for the new rent model group ($289 per month) was about $20 lowe r than th e average new TTP for th e existin g re nt rules group calculat ed at th e same tim e after entering th e study ($310 per month) , or about 6 percent lower. For a substantial portion of new rent model group fami lies (average of 29 percent across all sites) that faced high TTPs relative to their current or anticipated incomes at the time of their initial recertification's, they automatically received "grace-period" reductions (based on 28 percent of their current or anticipated income or the minimum TTP, as opposed to 28 percent of their retrospective income). It is unclear why, but less than 1 percent of th e famil ies across all four PHAs who pot entially qualified for hardship remedi es at th e start of th e new rent policy requested or received th em. Survey respondents had low levels of employment at baseline: Almost half (47 percent) were currently employed, with about half of these persons (24 percent total) being employed full time. Survey respondents had low levels of education at baseline: Just over a third of households (35 percent) had a high school diploma or equivalent, with 9 percent having two-year college degrees and 3 percent had four -year degrees. Survey respondents reported substantial barriers to employment at baseline: Over half of survey respondents (54 percent) reported a problem that limited work with the top 2 barriers being physical health (28 percent) and child care costs (21 percent) . Policy Implications o If effective over the short and long -term, the Rent Reform Demonstration results (to be published in subsequent reports) could mean that the HCV program could be altered to incentivize employment and increase income without the incurring the additional costs of supportive services . o Some of the aspects of the alternative rent model (prospective income to calculate tenant payment and excluding income from assets under a certain amount) have already become law in HOTMA, and others (such as $50 minimum rent) have been proposed for w ider implementation as a part of the President's FY 2018 budget request . Interested Stakeholders o PHA leadership and local elected officials 9 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000462 o Affordable housing and PHA tenant advocates 10 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000463 Rent Burden in the Housing Choice Voucher Program (Group B) Headline Findings Although the number of HCV-assisted households changed little between 2003 and 2015, the number of non-MTW HCV households (with income greater than zero) paying more than 30% of their adjusted income for rent increased 52 percent to 786,958 households (45 .5 percent) in 2015 . Of those, 281,248 paid in excess of 40% of their income for rent . Key Findings o The prevalence of housing cost burden declines dramatically as income increases, and the disparity in housing cost burden between those with the highest and lowest incomes has grown over time. o The prevalence and severity of housing cost burden varies by length of stay in the program. In 2015, households who had been in the HCV program for 10 years or longer were more than twice as likely to experience severe cost burden (costs exceeding half of income) than those who had been in the program for less than one year. o Severe cost burdens are more prev alent for HCV households headed by female, non-elderly, or non-Hi spanic black individual s, or by persons with disability . These demographic differences generally were constant across the enti re period of analysis. o Single-person households were less likely than larger households to exhibit severe cost burden, and the prevalence of cost burden was highest for those living in larger single family ho mes. o Housing cost burden has been most prevale nt in the South. Trends in rural areas relative to central cities and suburban areas fl uctuated during the analysis period. When the national housing market and economy fell into decline , cost burdens fell in all areas, but as the housing market began to recove r, severe cost burdens rose again in met ropolitan areas. o HCV payment standards play an important role in shaping households' housing cost burden. Policy Implications o The HCV program is intended to lowe r housing cost burdens for assisted households while enabling them t o find better quality housing in neighborhoods offeri ng better amenities and greater economic and social opportunities. o Payment standards play an important role in shaping cost burdens for vouche r households. Those renting a unit above th e payment standard exhibited longer du rations of cost burdens, greater likelihood of severe cost burdens, and greater likel ihood of having a cost burden upon program exit. o Residential segregation by race and income may affect the prevalence and severity of housing cost burden . To achieve the program's goals, local PHAs could more closely moni t or households' housing cost burden. Interested Stakeholders o PHA leadership and local elected officials o Affo rdable housing and PHA tenant advocates 11 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000464 Scaling Up a Place-Based Employment Program: Highlights from the Early Jobs Plus Pilot Program Evaluation (Group B) Headline Findings This is an early process evaluation of the new Jobs Plus program. Findings on the program impact are more than one year away. This study finds this iteration of Jobs Plus programs as being implemented more quickly and fully than the original demonstration and a more recent PHA initiated replication (SIF). The original demonstration saw just three of the six sites implement the model. In thi s iter ation, it appea rs that nearly all sites will fully implement th e mod el. In the SIF replication, the financial incentive component of the model was hardly utilized while the Jobs Plus Earned Income Disregard (JPEID)take-up rate in the current iteration is far more promising . Key Findings Lessons from the interim report are grouped into four categories: (1) staffing, TA, and partnerships; (2) employment services; (3) JPEID;and (4) Community Supports for Work (CSW): o Most programs have not hired jobs developers. o Sites would benefit fr om dee per, earlier, and more fr equent technical assistance that is focused squarely on helping them strengthen implementation quality . o Successfully executing a Jobs Plus program, requires that sites engage community partne rs to provide an array of services to residents. o All nine sites are providin g general pre-employment services (including job readiness assessments, help writing resumes and preparing for interviews) as well as job search assistance, although residents mostly conduct their own searches. o PHA staff working on Jobs Plus programs expressed interest in helping residents ident ify careerladder jobs. o Sites have had difficulty implementing the JPEIDincluding: developing systems to track and report JPEIDoutcomes, how residents enroll to receive the JPEID,which income sources are subject to JPEIDexemptions, and getting buy-in from property managers. o Logistical challenges associated wit h CSW include - large size of some of t he developments and a lack of access to certain buildings after hours, staff and partners not performing their roles effectively, inadequate training for community coaches, and trust issues with residents and the PHA staff limited the effectiveness of outreach. Policy Implications o Connections with local business communities is supposed to be an integral part of the model, but has been lacking. The Jobs Plus program office has begun discussions with staff from t he Department of Labor about how local WIBs could support Jobs Plus programs and fill this gap. o There are substantial benefits to grantees forming more formal partnerships with service providers, but HUD policies make fo rming these types of partnerships more difficult. Formal partnerships can be more difficult to implement because they require partners to provide matching funds or in-kind services and must be competitively procured. Interested Stakeholders o MTW PHAs and PHAsseeking MTW status o State and local workforce boards o PHA tenant advocates 12 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000465 Improper Payments: Quality Control for Rental Subsidy Determination Study {Group B) Headline Findings A study of improper payments in HUD's renta l assistance programs in FY2015 shows that 73 percent of all households paid the correct amount of income-based rent with in $5, with 61 percent paying the exact amount . The aggregate net rent error is $250.9 million annually ($13 .39 per household), reflecting gross rent underpayments of $499.3 million and gross overpayments of $248 .5 million . Key Findings o Rent underpayments totaled approximately $499 .3 million annually in FY 2015, up from $458.4 million in FY2014. The 95 percent confidence interval for FY 2015 is $374.2 - 624.5 million. o Rent overpayments totaled approximately $248.5 million annually in FY2015, down from $260.3 million in FY2014. The 95 percen t confidence interval for FY 2015 is $178.3-318 .7 million. o Among the 14 percent of tenants who paid less rent than they should have paid, the average underpayment was $66 per month. For the 13 percent of tenants who paid more rent than they should have paid, the average overpayment was $35 per month . o The average net rent error was $13.39 per household in 2015, down slightly from $13.55 in 2014. Policy Implications o HUD initiatives such as the Enterprise Income Verification system have enabled HUD to reduce gross rental subsidy errors from $2.238 billion in 2000 to $747 million in 2015. o Most progress in reducing rental subsidy errors was made befo re 2008, with further progress hindered by the complexity of determining tenant incomes and deductions. o Reduction of errors and improper payments is unlikely to have an equivalent effect on budget outlays. Program integrity improvement efforts have been found to result in some higher income tenants leaving assisted housing and being replaced with lower income tenants, requ iring increased outlays. o This is the last Quality Control study that has been funded. There are currently no plans to update this work. The Department is exploring alternative methods to estimating improper payments. There may be future questions about comparability of the alternative methods to the approach used for this study . Interested Stakeholders o PHA leadership o Multifamily industry o Congress and Government Accountabil ity Office 13 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000466 Utility Allowance Comparison Study (Group B) Headline Findings There is no statistically significant difference between the payments to residents for utilities (Actual Utility Allowance), projected payments using the HUD Utility Schedule Model (HUSM), and actual out of pocket utility expenditures of residents, and overall, error s in Utility Allow ances do not contribute materially to net subsidy errors. In other words, how ut ility allowances are currently calculated loo ks to be a reasonable expression of actual tenant util ity expenditure. Key Findings o Neither form of the ut ility allowance - either Actual or HUSM- produced subsidies that were statistically significantly closer to households' Utility Expenditure than the other . o Annual total gross erroneous payment estimates from the broader Quality Control (QC)study indicated that both the Actual and HUSM Utility Allowan ce did not entir ely subsidize the Utility Expenditure for a number of households. o Monthly average estimates of net erroneous payments indicated that under- and over-subsidy levels offset each other to provide Actual and HUSM Utility Allowances that reasonably covered Utility Expenditures for the population as a whole. Policy Implications o Neither Actual Utility Allowances nor HUSM Utility Allowances differ significantly from tenants' out -of -pocket utility costs. The wo rk also demonstrates that the HUSM is reasonably accurate in settin g Utilit y Allowan ce schedules for th e programs . o The findings do suggest opportunities for HUD to maintain or improve the performance of housing providers in ut ility allowance calculations, and possibly decrease subsidy erro r rates: Focus utility allowance modification efforts on electricity; Implement HUSM improvements and trainings; Perform project-level reviews and approvals of utility allowance levels; and Create a utility database. Interested Stakeholders o PHA leadership and local elected officials o Utility companies o Affordable housing and PHA tenant advocates 14 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000467 Evaluation of the Section 811 Project Rental Assistance Program - Phase I (Group B) Headline Findings This is an early implementa t ion process evaluat ion. The imple mentation of the progra m and start-up act ivities has var ied considerab ly across states, and has generally requ ired more time and resources than expected, which may result in grantees taking longer to serve their full anticipated population, serving fewer resident s, and/or spending more per resident than anticipated. Key Findings o Attract ing prope rt ies and units to the program has been more challenging than origi nally anticipated. o State Low Income Housing Tax Credit (LIHTC) allocations have been a critical instrument to recruit propertie s and units to the program. o Interest in th is program is extensive and, althoug h results are still modest, the program appears to be reaching the target population . o Grantees' original assumption s about the level of rental assistance needed per unit might have been unreali stically low . Policy Implications o The origina l incentives in the Notice of Funding Availability (NOFA) to reduce the per-unit rental assistance amount to increase the number of PRA units may have been overly optimistic and led some grantees to comm it to rent levels th at we re diff icult to get in the rental market. Several states were autho rized by HUD to take rents up to Fair Market Rent and this might have contribute d to recent progress in the implementa t ion of the program. More recent data from March 2017 shows that the FY2012 grantees have ident ified the majority (81 percent ) of the units estimated to be funded by the PRAgrant and had significantly increased t hei r resident leasing effo rts. o The evaluation found that it was very hard to get affor dable, integrated, and accessible housing in a locat ion that met t he needs and preferences of potent ial residents. In some states, new permanent suppo rtive housing develop ed under the LIHTCprogram was ofte n specific fo r peop le experiencing home lessness and did not meet the int egrati on crite ria of t he PRA prog ram. o The PRAprogram is particularly affected by general constraints in the supply of affordable housing because the current production of affo rdable housing is not aligned w ith t he needs of th is population . HUD, sta tes, local governments, non -for -profit and fo r-profit developers need t o find ways to not only expand t he supp ly of affo rdab le housing, but shape the new generation of propert ies to better serve th e needs of persons wit h disabilit ies, who w ant and have t he right to live in integrated commu nity settings. Interested Stakeholders o Disability, and civil rights organizations o State and local governments seeking to comp ly with the Supreme Court's Olmst ead decision o Affordable housing providers and develo pment industry o Landlords serving or inte rested in serving HUD-assisted tenants 15 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000468 Event Study in Relative Prices and Mortgage Loan Term (Group B) Headline Findings The Federal Housing Administration reduced mortgage insurance premiums for mortgages with loan term greater than 15 years, while leaving the premiums for shorter-term loans unchanged. This resulted in an increase in the number and share of applications for FHA-insured mortgages with longer loan term without a decrease in shorter-term applications. Key Findings o The number and share of applications for FHA-insured mortgages with longer loan term increased after the premium reduction. o However, the increase in longer-term mortgage applications did not come from a decrease in shorter-term applications. o That is, the change in relative prices did not cause applicants to substitute longer-term mortgages for shorter-term mortgages. Policy Implications o o FHA insurance premium policies have been pursued with an aim to balancing mission objectives with actuarial soundness of programs. However, little empirical work has been done to assess extent to which FHA mortgage insurance premiums may be considered a public policy tool to encourage or discourage selection of certain loan products. Mortgages with low down payment and long amortization periods have little home equity for many years. If home equity is considered a social good that contributes to a generally more stable housing market, then there may be a rat ionale for discouraging longer term mortgage use in favor of higher down payments and shorter loan terms. o This paper finds little support for relative changes in insurance premiums influencing the choice of loan term, suggesting limited effectiveness of employing premium differentials to encourage substitution between amortization schedules. Interested Stakeholders o Realty, mortgage lending, and home construction industries o Advocates for increasing homeownership 16 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000469 Health Picture of HUD-Assisted Children 2006-2012 (Group B) Headline Findings Among HUD-assisted children, a small percentage, 5.2 percent, had a knowledgeable adult report th eir health as fair or poor, similar to 6.1 percent for unassisted low-income children and more than double the 2.4 percent rate for all children. Key Findings o o o o o o o o The largest proportions of HUD-assisted children were black, resided in the south, and lived in a single-parent, female-headed household. Among school-aged, HUD-assisted children, one-quarter missed six or more days of school during the previous year due to injury or illness. HUD-assisted children are high utilizers of the emergency room . During the prior year, many HUD-assisted children visited the ERtwo or more t imes. More than one-fifth of HUD-assisted children had asthma during the reference period. HUD-assisted children experience high rates of learning disabilities: over one-quarter were reported by a school or health professional to have ever had a learning disability. Most HUD-assisted children had insurance coverage via public health insurance programs. The proportion of HUD-assisted children with unmet medical needs due to cost was similar to the proportion among children in the general population . Most HUD-assisted children had a well-child visit or general doctor visit during the prior year. PolicyImplications o HUD assisted populations suffer disproportionately from numerous serious health problems. Such health conditions can be costly for society, and there is opportunity to begin discussions with health service professionals about whether cost-effective "housing as a platform" interventions could be piloted to serve assisted populations that may be relatively concentrated within specific neighborhoods or buildings. o A number of health conditions and diagnoses that are prevalent in the HUD population potentially could be influenced by a behaviorally -informed wellness interventions. Interested Stakeholders o PHA leadership and local elected officials o Affordable housing and PHA tenant advocates o Federal, state, and local health officials 17 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000470 Residential Structural Design Guide (Group C) Headline Findings None Key Findings o This report updates design guidelines for residential structures to permit engineers, architects and other designers to provide housing which satisfies current structural requirements. Policy Implications o This text helps to document and improve the structural engineering issues related to housing design and performance. It complements current design practices and building code requirements with technical information and guidance. In doing so, it supplements fundamental engineering principles with various technica l resources and insights that focus on improving the understanding of conventional and engineered housing construction . Interested Stakeholders o Homebuilders o Realtors 18 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000471 Innovative Building Technology Guide (Group C) Headline Findings None Key Findings o This report provides guidance about economic, feasibility, and performance considerations that are relevant during the conceptual, scoping, design, and implementat ion phases of a building project. Policy Implications o The guide presents a decision -making framework that focuses on three areas of analysis: an economic analysis to determine and identify all costs associated with the technology and project to make the most cost-effective decision, a feasibility analysis to determine if a technology is applicable and compatible with the project or building, and a performance analysis to determine whether the technology will achieve the goals and objectives of the project . Interested Stakeholders o Building owners and operators interested in integrating an innovative building technology 19 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000472 Best Practices Manual for Compressed Earth Block in Sustainable Indian Country Construction (Group C) Headline Findings None Key Findings o Use of compressed earth blocks is a viable solution for the long-term housing needs on Native American reservations . Policy Implications o This manual is intended for tribal organizations familiar with home construction on reservations, but less familia r with the process of creating a tribally-run home construction enterprise. It advocates sustainable construction practices that leverage the benefits of available local resources and labor while inviting broad community participation in the process. o Compressed earth blocks represent a locally sourced and manufactured building technology for producing quality, healthy, and affordable housing that is consistent with traditional practices and values of tribal communities . The technology supports goals of self-sufficiency, sustainability, and energy independence. o This report provides technical and practical guidance for the production and use of comp ressed earth blocks to address housing needs in Native American reservations, along with planning and business considerations consistent with tribal values and organization . Interested Stakeholders o Tribal leadership o Construction companies or other homebuilding enterprises on Tribal land 20 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000473 Characteristics of HUD-Assisted Renters and Their Units {Group C) Headline Findings From 1991 to 2013, the number of households eligible for housing assistance increased by 16 percent , while the number of HUD-assisted units increased by only 11 percent, with 4.5 million HUD-assisted households served in 2013. Key Findings o In 2013, public housing, housing choice vouchers, and privately owned (project based) HUDassisted housing served 4.5 million households. o Relative to all renter households and income-eligible renter households, housing assistance is more scarce in the West and in suburbs. These geographic disparities arise primarily from the concentration of public housing in the Northeast and in central cities. The voucher program presents a distribution closer to that of all income-eligible renter households. o HUD-assisted units had rates of deficiencies that were about the same as those among all eligible renters, but slightly higher than among all renters. Among HUD-assisted units, public housing had the highest incidence of both severe and moderate physical problems and received poor ratings by tenants most frequently. Privately owned (project based) housing received highest ratings from tenants. Policy Implications o Patterns observed in assisted housing over the past thirty years have, for the most part, persisted. More than three out of four eligible renters remain unassisted, a gap that has been increasing. Consistent with long-standing criticism from stakeholders in the West, the gap between need and HUD rental assistance has persistently favored regions with an historic supply of aging public housing stock. This report affirms the need for continued preservation of assisted units and investigation of distributional refinements within existing HUD programs, consistent with efforts undertaken recently within the HUD-VASH, HOPWA, and Coe programs. o It is unlikely that simply shifting resources away from place-based assistance toward tenantbased assistance will have much impact on the regional disparities in the supply of assistance in the near term. Since areas, such as the Northeast, with long-standing supplies of place-based assisted units have consistently enjoyed the smallest rental assistance gap, bolstering production of privately owned project-based units in places like the West may be a viable approach to reaching persistently underserved areas. Interested Stakeholders o PHA leadership and local elected officials, particularly those in Western States o Affordable housing and tenant advocates o Affordable housing providers and landlords serving HUD-assisted tenants 21 AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000474 0~ 20 Appendix C - Source of Funding G>o ~ HUD-18-0686-F-000475 AppropriationsRegular. Are funds provided through the normal annual congressional appropriations process. Funds may be annual, multiple-year, or no-year.Continuing. Continuing resolutions (CR) are appropriation acts that are passed if any or all appropriation bills have not passed by October 1st. A CR must be enacted in order to avoid a shutdown of the affected agency or program.Supplemental. Are additional funds for activities not funded in regular appropriat ions such as emergencies and natural disasters. Emergency. Funds to cover emergencies, disaster relief, or other needs that are determined to be too urgent to be postponed until the next enactment of regular appropriations. Not subject to spending caps or budgetary controlsOmnibus. Rolls all 12 individual appropriations bills into one massive spending bill to reduce time needed for debate/passageMinibus. Rolls only a few appropriations bills into a larger spending bill Reimbursementslnteragency Agreements or Memorandums of Understanding. The Economy Act allows agencies to do work for other agencies, collect money or be reimbursed for that work, and retain the funds for reuse. Revolving FundsPublic Enterprise Funds. Provide goods and services outside the government like Post Office. lntragovernmental Funds. Involve fees for service transactions strictly between government entities like a Working Capital Fund (WCF).Trust Funds. Used for specific purposes or programs in accordance with the statute that designates the fund example: Employee 's Life Insurance Fund. ~~ m JJ -- -.-~ -~-- --- Final List - Items _ . PBC ' ..-.Past --~Due ',., Date Requested (format: Date Due/ Revised Due Date (format: 00/00/00) 00/00/00) Sandra Edwards 09/24/18 10/19/18 CJ) - G> :::c --i FY18 PBC Item# Request Item Program/ Accounting Office Financial Analysis & Reoort in2 General Ledger Division 4a Draft MD&A data 119 September 2018 auto reco nciliati on between SAMS and FHASL, includ ing the follow ing in electronic fo rmat: - aut o reconciliat ion in Excel format wit h all tabs - signed and dated approval page in .pd! format - September 2018 FHGL046R Trial Balance by Source/ Fund for accounting area 20 in .pd! fo rmat - SAMS General Ledge r Summary - Closed Report (ACGSCS07) report thro ugh September 2018 with accruals - journa l entr ies to reso lve reconci ling diffe rences - include journa l entry detail repo rt(s) and signed and dated approva l page(s) in .pdfformat fo r all manual journal entri es reported in the reco nciliation, excluding cred it refo rm ent ries. General Ledger Division FHGL046R Trial Balance by Source/Fund fo r accoun ti ng area 20 for per iod 00 2018 through 12 2018 in .pdf format (EF) 120 121 FHGL045RTrial Balance by Source for account ing area 20 for per iod General Ledger Divis ion 00 2018 through 12 2018 in .pd! fo rmat (EF) 122 FHCCF14RCash Act ivity Report fo r accoun ting area 20 fo r per iod 00 General Ledger Division 2018 through 12 2018 in .pdf format (EF) 123 FHCCFl 7R Cash Activity Report fo r accoun ting area 20 fo r per io d 00 General Ledger Division 2018 t hrough 12 2018 in .pdf fo rmat (EF) 124 125 HUD-18-0686-F-000476 310 Q4 18 System generated accrual entr ies (Step 10 Property Accrua l) General Ledger Division posted in SAMS and FHASL and supporting documentat io n that shows reviewed and approved by th e SFABChief or Designee befo re posting to FHASL. General Ledger Division September 2018 cash reconci liation fo r accounting area 65, inc luding the fo llowing in electronic format: - cash reconcil iat ion in Excel format w ith all tabs - signed and dated approval page in .pd! fo rmat - Septemb er 2018 FHCCF14RCash Act ivity Report for accounti ng area 65 in .pdfformat -September 2018 FHCCFl7R Report for account ing area 65 in Excel fo rmat - genera l ledger reports used to reconc ile cash in .pdf format (42R and SlR) - SAMS Post Code Report fo r September 2018 in Excel fo rmat - journa l entr ies to record unconfirmed cash - include journal entry det ail report( s) and signe d and dated approva l page(s) in .pdf fo rmat DAP Report - MF Endorsements 10-1-17 thro ugh 9-30-18, please be M F Product ion sure to include t he SOA for each endorsed pro ject/loan (excel format oleasel HUDPOC Sylvester Reed/ Joa nne Chen 09/ 24/ 18 Sylvester Reed/ Joanne Chen Sylvester Reed/ Joanne Chen Sylvester Reed/ Joanne Chen Sylvester Reed/ Joa nne Chen Sylvester Reed/ Joa nne Chen 09/ 24/ 18 Sylvester Reed/ Adr ienne Cauthorne 09/24/ 18 Jackie Arnold/Scott Greue l 09/ 24/ 18 OIG POC Audit Area Seedara Zaheer Financial Reporti ng JOIJ 212018 Roleen Younis Audit Sub-Area Status Financia l Reporting Past Due Single Family SF Property Past Due Single Fami ly SF Proper ty Past Due 10/19/18 JOll 212018 Roleen Younis 10/19/18 09/24/18 10tl2./20 l8 10/19/18 Roleen Youni s Single Family SF Property Past Due 09/24/18 J0t l2/20 J8 Roleen Younis 10/19/18 Single Family SF Proper ty Past Due 09/ 24/ 18 10tut201S.. Roleen You nis Single Family SF Property Past Due Roleen Youni s Single Family SF Property Past Due 10/ 17/18 Lisa Ng Single Family SF Notes Past Due 10/ 12/18 Roleen Younis Mult ifam ily MF Notes Past Due 10/19/18 09/24/18 l 0ll 2l20l8 10/19/18 OFFICEOF HOUSING DME SCENARIOS The Office of Housing has reviewed its Business Need requirements that can be satisfied with new information technology (IT) development (DME). Housing has developed three scenarios for consideration and approval. Each scenario will be explained. Summaries of all projects are contained at the end of this document. The total list of Housing FHA Automation business needs is at the end of this document. This document does not address the FY18 business cases for Asset Management, full implementation of AUSS,and Housing Counseling. 1. Scenario 1 utilizes the $4M of funding identified in the FY17 budget 2. Scenario 2 utilizes the $4M of funding identified in the FY17 budget and $SM from Carryover funds 3. Scenario 3 utilizes the $4M of funding identified in the FY17 budget and the $SM from Carryover funds is to be used by OCIO for Housing IT infrastructure upgrades to enhance operations and reduce future O&M expenses There are two key assumptions that are: 1. The $4m of funding identified in the FY17 budget will expire in 9/19 2. The $SM of funding identified as carryover funds will expire in 9/18 Scenario 1 This scenario uses the total amount of the $4M in the FYl 7 budget. The table below indicates that the contracts and/or task orders are in place by 1/1/2018. For funded projects that require multiple year funding or projects not funded, will form the basis of new or continued business needs in the FY19 DME planning cycle. The Scenario funds 4 of the 10 major initiatives in FHA Automation. The plan provides for delivered functionality for SFH housing to begin to have an eCase binder capability enhanced by MISMO data functionality to meet the demands of our customers. SFHwill move to accepting and storing the complete loan application electronically and to use the MISMO format to help reduce and identify risk. The eCNA tool is augmented to provide the required reporting. The initial phase of development for AUSSwill modernize and replace the existing Development Application Processing (DAP) System, which is an outdated system dependent on PowerBuilder software. The delivery of this initial phase will be a viable and impactful product even in the absence of further enhancements. 1 AMERIC/\r-... pVERSIGHT Draft - 6/1/2017 HUD-18-0686-F-000477 D< ~ Tl OFFICEOF HOUSING DME SCENARIOS m "J.1 JJt; en _ > z HSG/FHA Automation Scenarios 6/1/2017 G> :::c Scenario 1 Funds Expiring on9/2019 $4,000,000 --i Weighted Score Business Needs Q_ r. Area Description Program OfficePointofContact Estimated Cost Estimated Cost Contract Award Expires 9/19 Yearl FutureYears ~ E ~ ~ r. r. ~ 9/19Balance ~ ~ Deliverables ~ HUD-18-0686-F-000478 4.45 Standardize Loan LoanOrig ination Applicat ionData Set(eCase Phase 2.1) Deve lopcapability in Sing le Family DanSzparaga eCase Binder to obtain andstorecomplete loanapplication in electronic format. $1,250,000 $1,250 ,000 1/19/2018 $1,250,000 $2,750,000o eCase Binder Phase2(Loan Application): Deve lopcapability to receive , consume, andstorecomplete loanapplicationdata inelectronic MISMO forma t IUpdated URLA) forthe 4.45 Accept MISMO LoanOrigination;Enhance eCaseBinder Sing le Family DanSzparaga Credit Report Portfolio withriskmanagement Versions inTOTAL Management capabilities to accept Scorecard leCase electron icdataforuse Phase21) increditscoring models andrulesengines . $1,500,000 $1,000,000 1/19/2018 $1,500,000 Binder Phase2{CreditReport ): $1,250 ,000 o eCase Develop capability to receive , consume, andstore completethe creditreportin electronic MISMO format!updated URLA) fortheE-case binder. 4.15 Capita INeeds loanOriginationDeve lopenhancementsMult~amily {CN A) to makefoundationa l Assessment ToolExpansion capabilities fully Needs operationa l. $250,000 $1,000,000 1/19/2018 $250 ,000 $1,000,000o Develop interfaceswithASAP, IREMS, & REAC o Define business process and automate administration ofReserve forReplacement Escrow Accounts o Enhance data capturefrom disbursement process, automate trackingofperiodicupdateCNA 's, prepopulate newCNA 's fromexisting 3.9 FHA Application LoanOriginat ion Underwriting Subm ission System IAUSS) Totals WinChan Multi-Family HousingMultifamily/He WinChan andOffice of altcare HealthCare Program Officeinitialphaseof development will modern izeandreplace theexisting Deve lonment $1,000,000 1/19/2018 $4,000,000 $3,250,000 $1,000,000 $4,000,000 $0 - Automated Underwriting System (AUSS) end-state willprovide a standardized roadmap forautomated loantrackingworkflowthroughall processing stagesthroughfinal endorsement. - Moves awayfromunsupported le~acvhardware andsoftware to new ..., L Draft - 6/1/ 2017 OFFICEOF HOUSING DME SCENARIOS Scenario 2 This scenario uses the total amount of the $4M in the FYl 7 budget and the $SM in carryover funds. The table below indicates that the contracts and/or task orders are in place by 1/1/2018. For funded projects that require multiple year funding or projects not funded, will form the basis of new or continued business needs in the FY19 DME planning cycle. The Scenario funds 7 of the 10 major initiatives in FHA Automation. The plan envisions exercising contracts in FY18that includes funds from both the FYl 7 $4M and $SM carryover with a small portion of the FY17 $4M used to fund option years for two critical eCase binder business needs. The plan provides for a multiyear task order to deliver functionality for SFH housing to begin to have an eCase binder capability enhanced by MISMO data functionality to meet the demands of our customers. SFHwill move to accepting and storing the complete loan application electronically and to use the MISMO format to help reduce and identify risk. In addition, SFHwill have an enhanced eCase Binder to accommodate electronic closing data files and modernize appraisal scoring functionality for enhanced QC and risk management. The eCNA tool is augmented to provide the required reporting. The initial phase of development for AUSSwill modernize and replace the existing Development Application Processing (DAP) System, which is an outdated system dependent on PowerBuilder software. The delivery of this initial phase will be a viable and impactful product even in the absence of further enhancements. A module from the Housing Counseling Roadmap will be developed. This will automate manual processes and provide for enhanced reporting and data integrity . Of the $SM of carryover funds Housing has identified $4.7SM for Housing business needs. The entire $4M in the FY17 budget will be used to satisfy Housing business needs by completing critical projects. It is projected to have a balance of $2S0K from the $Sm to stimulate requirements planning to meet other Housing Business Needs and/or current unfunded requests. 3 AMERIC/\r-... pVERSIGHT Draft - 6/1/2017 HUD-18-0686-F-000479 D< ~ Tl OFFICEOF HOUSING DME SCENARIOS m "J.1 JJ t; en _ > z G> :::c HSG/FHA Automation Scenarios 6/1/2017 Scenario2 FundsExpiring on 9/2018 $ 5,000,000 FundsExpiring on 9/2019 Weic hted Score BusinessNeeds --i . I.I 4.45 Standardize Loan Description Area Progn1mOffice Point of Contact . r. Application Oat.! S@t (eCasePhase Oe,..elopcapability in eC.1seBinder to obtain and stor'ecomplete loan 2.1) appl ication i n e l ectronic Loan Origi natio n $4,000,000 r. r. Single Family EstimilltedCon Year1 b tim.atedCo$1 Contratt Award Expires9/18 9/ 188ilimce Future Years r. r. r. r. r. Dan Szparaga $1,250,000 $1,250,000 1/1/2018 $1,250,000 Sl,750,000 1/1/2018 $1,500,000 $1,150.000 format. HUD-18-0686-F-000480 Totiils Accept MISMO Contr.actAward Expires9/19 --r. 9/19 hlan ce r. Oeliverabtes r. $1,250,000 $2,750,000 $1.000,000 $1,750.000 r. o e z HSG/FHA Automation Scenarios G> Fund sExpirin gon9/ 2018 $ 5,000,000 Fund sExpirin gon9/ 2019 --i WeightedScore :::c p HUD-18-0686-F-000483 Totals Business Needs r; Area 6/1/2017 Description r; Scenario 3 $4,000,000 Program Office Pointof Contact EstimatedCost Estima ted Cost Contract Award Year1 FutureYears r; r; r; r; r; r; Expires 9/19 9/19Balance r; r; Deliverables r; 4.4S Standardizeloan ApplicationData Set(eCasePhase 2.1) loan Origination Develop capabilityin Single Family eCaseBinderto obtain andstorecomplete loanapplicationin electronic format. DanSzparaga $1,lS0,000 $1,250,000 1/19/2018 $1,2S0,OOO $2,7S0,OOOo eCaseBinderPhase2 (Loan Application) : Develop capabilityto receive,consume,and storecomplete loan application data in electronic MISMOformatIUpdatedURLA) for the 4.4S AcceptMISMO LoanOrigination; EnhanceeCaseBinder Single Family CreditReport Portfolio withriskmanagement Versions inTOTAL Management capabilities to accept Scorecard(eCase electronic data for use Phase2.2) in credit scoringmodels and rules engines. DanSzparaga $1,500,000 $1,000,000 1/19/2018 $1,500,000 4.lS CapitalNeeds loan Origination Assessmen t (CNA) ToolExpansion Needs $1,000,000 1/19/2018 $2SO,OOO $1,000,000 o Develop interfaceswithASAP, IREMS, & REAC o Definebusinessprocessand automateadministrationof Reserve for ReplacementEscrowAccounts o Enhancedata capture from disbursementprocess,automate trackingof periodic updateCNA's, prepopulatenewCNA's fromexisting 3.9 FHAApplication Underwrit ing Submission SystemIAUSS) 1/19/2018 $1,000,000 Develop enhancemen ts to makefoundationa l capabilities fully operational. Multffamily loan Origination Multi-FamilyHousing Multifamily/He andOfficeof altcare HealthCare Program Officeinitialphaseof developmentwill modernizeand replace the existing Development Applicat ion Processing (DAP) System,whichis an outdatedsystem dependenton PowerBu ilder software. WinChan $250,000 WinChan $1,000,000 $4,000,000 $3,2S0 ,OO0 $4,000,000 $1,2S0,OOOo eCaseBinderPhase2 (CreditReport): Developcapabili ty to receive, consume, andstorecomplete the credit reportin electronic MISMO format(updatedURLA) for the E-case binder. $0 -AutomatedUnderwritingSystem IAUSS) end-statewillprovidea standardizedroadmapfor automated loan trackingworkflowthroughall processing stagesthroughfinal endorsement. - Movesawayfromunsupported legacyhardwareand software to new technologystackwithinHUD Enterprise Architect FrameworkIEAF). - Producesa viable productin first 12 months. -, I Draft - 6/1/2017 OFFICEOF HOUSING DME SCENARIOS Project Summaries SFH eCase Binder o Standardize Loan Application Data Set (eCase Phase 2.1) Develop capability to receive, consume, and store complete loan application data in electronic MISMO format (Updated URLA) forthe eCase Binder. o Accept MISMO Credit Report Versions in TOTAL Scorecard (eCase Phase 2.2) Develop capability to receive, consume, and store complete the credit report in electronic MISMO format (updated URLA)for the E-case binder. Create the requirements to integrate the Guarantee Underwriting System (GUS) into the CHUMS and FHACenvironments including eligibility and policy rules with messaging to lenders on documentation and underwriting findings. o Enhance EAD and LAMS (eCase Phase 3) Develop enhancements to incorporate Appraisa l QC and Risk management into the ARP and Appra isal Roster management processes. Develop requirements and deploy updates to receive, consume and store the Uniform Closing Data (UCD) files. o Enhance eCase Binder (eCase Phase 4) Develop portal requirements. Develop portal for LI and non-LI lenders to submit Case Binders electronically using an industry standard format. Automated Underwriting System (AUSS) for MFH and Healthcare o The Automated Underwriting Support System (AUS$)w ill ultimately provide end-to -end automation of FHA Multifamily and Health Care- Residential Care Facilities insurance processing. This will significantly improve workforce capacity by eliminating manual processing and redundant data entry. It will also allow better track ing and transparency of transactions from submission to closing, and will significantly improve data quality and enable stronger risk mitigation . o The initial phase of development will modernize and replace the existing Development Application Processing (DAP) System, which is an outdated system dependent on PowerBuilder software. The delivery of this initial phase will be a viable and impactful product even in the absence of further enhancements. 8 AMERIC/\r-... pVERSIGHT Draft - 6/1/2017 HUD-18-0686-F-000484 OFFICEOF HOUSING DME SCENARIOS o Key points: Automated Underwriting System (AUSS)end-state will provide a standardized roadmap for automated loan tracking workflow through all processing stages through final endorsement. Moves away from unsupported legacy hardware and software to new technology stack within HUD Enterprise Architect Framework (EAF). Produces a viable product in first 12 months. Capital Needs Assessment Tool (CNA e Tool) o The existing Capital Needs Assessment Electronic-Tool (CNA eTool) provides HUD with detailed, well-modeled data on the physical condition of insured and assisted properties. The next phase of development will leverage this powerful new data to automate critical asset management functions related to replacement reserves at HUD properties. This automation of paper-based processes will greatly improve workload capacity, as well as facilitating more meaningful programmatic oversight of properties and their use of funds. This functionality will be fully delivered in this next development phase. o Key points are: The CNA e-Tool is an automated process for preparation, submission, and HUD staff review of a capital needs assessment in advance of capital transactions or selected asset management milestones. All owners , lenders and third party due diligence providers participating in HUD Multifamily Programs are mandated to use the system on October 1, 2017 o The CNA e-Tool offers efficiencies of a streamlined, standardized, and industry recognized CNA process The automation process mitigates inconsistencies and streamlines administrative burdens The CNA e-Tool will vastly improve HUD's internal program effectiveness and efficiency o The new process provides industry with data that will help make investment decisions to save in utilities, operations, and maintenance costs over the lifecycle of the property CNA e-Tool is compatible with EPA's Energy Star Portfolio Manager o The CNA e-Tool helps to determine rehabilitation needs and helps with investment decisions 9 AMERIC/\r-... pVERSIGHT Draft - 6/1/2017 HUD-18-0686-F-000485 OFFICEOF HOUSING DME SCENARIOS The CNA e-Tool was developed with considerable input from industry The product will greatly enhance HUD's ability to work with local stakeholders, including developers, property owners, and state HFAs o The CNA e Tool standardizes nomenclature, data inputs and calculations for multifamily industry participants. Regional Center Alignment As a part of the recently completed Multifami ly Transformation, significant changes were made to the alignment of responsibilities in the field offices . System modifications are now required to reflect this finalized structure for a range of work functions carried out in HUD systems. There are over 34,000 active properties, many of which are still are still tied to the old HUBs and field offices which were closed because of the Multifamily Transformation initiative. The data that references these obsolete field structures must be reassigned in iREMS to reflect the new post-MFT HUB and Servicing Site Structure. These modifications will require adjustments to interfacing systems such as Active Partners Performance System (APPS), Development Application Processing Systems (OAP), Multifamily Delinquency and Default Reporting (MDDR) System, MF data warehouses, OPIIS, OCFOand PIH-REACsystems. Integrated Budget Forecasting Module (iBFM) Modifications to the Integrated Budget Forecasting Module (iBFM) will add key data elements to enable accurate forecasting of funding needs for Service Coordinators in Multifamily Housing (SCMF) and Congregate Housing Services Program (CHSP).This business need will mitigate GAO 16-758, that recommend OAMPO more effectively monitor funds and more accurately able to forecast future funding needs in these programs Streamline and Automate OHC's current manual business processes by adding a Quarterly Activity and Grant Reporting application module The Office of Housing Counseling (OHC) is responsible for administration, management and oversight of $45 million federal grant funds awarded to a network of approximately 2,000 HUD-Approved Housing Counseling agencies. Significant system modernization is required to address the oversight and reporting burden of working with the current legacy application, Housing Counseling System (HCS), reported by agencies and staff. Additionally, a more robust data and trending analysis and reporting capability is required to meet the challenges and improve 10 AMERIC/\r-... pVERSIGHT Draft - 6/1/2017 HUD-18-0686-F-000486 OFFICEOF HOUSING DME SCENARIOS quality service deliver to underserved clients and millennials renting and seeking homeownership. OHC developed a business process improvement roadmap, consisting of defined projects, to modernize OHC applications and business processes and document when legacy applications can be retired. Based on the roadmap, the Quarterly Activity and Grant Reporting application module will allow OHC to measure outcomes that validate housing counseling by enhancing reporting and data analytics capabilities. This includes dashboards on client -level counseling data. It will allow OHC reduce risk to taxpayer and clients by integrating monitoring and reporting functions across OHC and Housing. 11 AMERIC/\r-... pVERSIGHT Draft - 6/1/2017 HUD-18-0686-F-000487 < m :D ~ 7 G) :c -I OFFICE OF HOUSING DME SCENARIOS 6/1/2017 HSG/FHA Automation Scenarios Weighted Score Busine ss Needs .I 4.45 Are a y Standardize Loan Loan Origination 2.1) Accept MISMO Credit Report Loan Origination; Program Office ~ y Application Data Set (eCase Phase 4.45 Description Develop capabil ity in Point of Conta ct y Single Fami ly Estim ate d Cost Estimated Cost Year 1 Future Yea rs y Dan Szparaga y $ 1,250,000 y $1,250,000 Phase 2.2) y o eCase Bi nder Phase 2 (Loan eCase Binder to obtain Application): Develop capab ili t y to and store complete loan appl ication in electronic receive, consume, and store complete loan application data in electron ic format . MISMO format (Updated URLA) for the Enhance eCase Binder Single Fami ly Dan Szparaga $ 1,500,000 $1,000,000 Portfo lio Management with risk management Versions in TOTAL Scorecard (eCase Deliver a bles o eCase Bi nder Phase 2 (Credit Report) : Develop capability to receive, consume, capabilities to accept electronic data for use in and store complete the credit report in electronic MISMO format (updated URLA} credit scoring models for the E-case binder. and rules engines. 4.45 Enhance EAD and LAMS (eCase Loan Origination Enhance eCase Binder to Single Family Dan Szparaga $ 1,000,000 $1,500,000 accommodate electronic closing data fi les and Phase 3) o eCase Binder Phase 3: Develop enhancements to incorporate Appra isal modernize appraisal QC and Risk management into the ARP and Appraisal Roster management scoring functionality for processes. enhanced QC and risk management. o Develop requirements and deploy updates to receive, consume and store 4.45 Enhance eCase Binder (eCase HUD-18-0686-F-000488 Phase 4) Loan Origination; Counterparty Finalize modernization of eCase Binder portal for Management lenders to submit case Single Fami ly Dan Szparaga binders electronically. $ 500,000 $3,000,000 o eCase Bi nder Phase 4 (Stand-Up Portal): Develop portal requireme nts. o Develop portal for LI and non-LI lenders to submit Case Binders electro nical ly using an industry standard 12 Draft- 6/1/2017 < m :D ~ 7 G) :c -I OFFICE OF HOUSING DME SCENARIOS HSG/FHA Automation W e ighted Score Busine ss Need s r:-. Area F Capital Needs Assessment (CNA) Tool Expansion Needs Loan Origination 3 .9 Automation of Housing Counsel i ng Business Processes Housing Quarterly Activity and Grant Reporting FHA Application Underw riting Submission System (AUSS) De scription Loan Origination Pro g ra m Offi ce F F 4.15 3.9 6/1/2017 Scenarios Deve lop enhancements to make foundational capabilities fu lly operationa I. Quarterly Activity and Grant Reporting wil l become Po int of Contact F Multifamily HSNG Counse li ng Estimat e d Cost Year 1 F $ 250,000 George Grotheer Danberry Carmon $ 1,000,000 Mu ltifamily/He altcare Win Chan $ 1,000,000 replace the exist i ng HUD-18-0686-F-000489 Deve lopment Application Proce ss ing (DAP) System, which is an outda t ed system dependent on PowerBuilder software. The delivery of this De liv e rabl es F F F Win Chan more accu rat e and efficient and Large amounts of data w i ll be entered in a more accurate manner . OHC will have the caaacitv to Multi - Family Housing and Offic e of HealthCare Program Office initia l phase of d evelopmen t wi 11modernize and Estimat e d Cost Futur e Yea rs $1 ,000 ,000 o Deve lo p interfaces wi t h ASAP, IREMS, & REAC o De fi ne bus iness process and automate administration of Reserve for Replacement Escrow Accounts o Enhance data capture from disbursement process, automate tracking of period ic update CNA's, prepopulate new CNA's from existing Automatio n of the current manual budiness process and inte g ratio n w ith current system "Housing Counseling/Client Management (HCS) Fll Robust data warehouse int egrati ng data and all owing reporting/analysis Provide oaen interface to allow all HCAs - Automated Underwriting System (AUSS) end -state w i ll provide a standardized roadmap for automated loan tracking workflow t hrough all processing s tages through final endorsement . - Moves away from unsupported legacy hardware and software to new technolo gy stack w ith in HUD Ent e rpr ise Architect Frame work ( EAF). - Produce s a viab le product in first 12 months . initial phas e will be a viab le and impactful product even in the absence of further enhancements. 1: urarc- b/ ./ LUJ./ < m :D ~ 7 G) OFFICE OF HOUSING DME SCENARIOS :c -I 6/1/2017 HSG/FHA Automation Scenarios Weighted Score BusinessNeeds Regional Center Description . . .I 3.8 Area Loan Origination Program Office Point of Contact . Modifications to all . . Multifamily EstimatedCost Year 1 Win Chan EstimatedCost Fut ure Years . . $ . o System modificat ions to al I systems 300,000 systems to align regional Alignment Deliverables Post-Multifam ily for tomorrow centers Post-MFT. 2.75 iBFM Service Modernization Coordinator and With this effort, the Multifamily Win Chan $ . 500,000 Modify IBFM to support the Office of Multifamily forecasting and fund ing needs of Congregate Housi ng will more Multifamily' s SCMF and CHSPgrants Housi ng Grants effect ively award and programs Forecasti ng and monitor funds, and more Funding accurately be able to forecast future fund i ng needs in these Iprograms . 1.1 Single Family Dan Szparaga $ Develop Capability Counterparty Develop capabil ity for for Externa I Party Management appl ication approval and "lists" maintained such as for Apprai sers, Approva I and data to meet policy 203 consultants, and othe r third-party Management requirements for enti ties participants. Develop capabi lity fo r Process that need to be tracked, applicat ion, approval and data to meet $2,750,000 o Automate the process of parti cipant HUD-18-0686-F-000490 authenticated and policy requi rements for ent ities that need authorized to be tracked, authenticated and counterpa rty(s) . authorized as third-party participants . Totals $ 7,300,000 $10,500,000 14 Draft- 6/1/2017 < m :D Scenario 1 $4M ~ 7 G) ________________ :C HSG/FHA Automation Scenarios -I _ 6/1/2017 Scenario 1 Funds Expiring on 9/2019 Weighted Score 4.45 $4,000,000 Business Needs Area Description Program Office Point of Contact Estimated Cost Year 1 Est imat e d Cost Futu re Years Contract Award Expires 9/19 9/19 Balance Standardize Loan App li cation Data Set (eCase Phase 2.1) Loan Origination Develop capability in eCase Binder to obtain Single Family Dan Szparaga $1,250,000 $1,250,000 1/19/ 2018 $1,250,000 $2,750,000 Accept MISMO Credit Repo rt Versions in TOTAL Loan Origination; Portfolio Management Scorecard (eCase Phase 2.2) 4 .1 5 Capital Needs Assessment (CNA) Tool Ex pans ion and store comple te loan application in loan application data in electronic 3.9 FHA App licatio n Underwritin g Subm ission System (AUSS) Totals Enhance ecase Binder MISMO fo rm at (Updated URLA) for th e Single Family Dan Szparaga $1,500,000 $1,000,000 1/ 19/20 18 $1,500 ,000 $1,250,000 with risk manageme nt capabilities to accept electronic data for use o eCase Bind er Phase 2 (Cred it Report): Develop capabil ity to receive, consume , an d store complete the cred it repo rt in e lect roni c MISMO format (updated URLA) for the E-case binder . in credit scoring mode ls and rules engines. Multifamily Loan Or igination Develop enhancements to mak e foundational capabiliti es fully opera ti ona l . Loan Or igi nation M ulti -Family Housing Multifami ly/ He and Office of altcare HealthCare Program Office initial phase of development will mod erniz e and repla ce the ex ist ing Oevelooment Needs o eCase Binder Pha se 2 (Loan Application): Develop capabili ty t o receive, consume, and store comp lete electronic format. 4.45 Deliverable s Win Chan $250,000 Win Chan $1,000,000 $4,000,000 HUD-18-0686-F-000491 For Official Use Only! Not to be shared with potential Vendors! $1,000,000 $3,250,000 1/ 19/20 18 $250,000 $ 1,000,000 1/ 19/20 18 $1,000 ,000 $0 o Deve lop in te rfa ces with ASAP, IREMS, & REAC o Defin e bu siness process and automate admi ni stration of Reserve for Replacement Escrow Accounts o Enhance data capture from d isbursement process, automate tracki ng of period i c update CNA's, prepopulate new CNA's from exist i ng - Automated Underwriting System (AUSS) end-state will pr ovi de a sta ndardized roadmap for automated loan tra ckin g work flo w th rou gh all processing stages thro ugh final endo rsement. - Moves away from un supp ort ed leoacv hardware and softwa re to new $4,000,000 PagelofS < m :D Scenario2 S9M ~ 7 G) _____________ :C HSG/FHA Autom ation Scenarios 6/1/2017 --1 Funds Ex piring on 9/2 018 $ 5,000,000 Funds Expiring on 9/2 019 We ight ed Scor e 4 .45 Business Needs Standardize Loan Application Data Set (eCase Phase 2.1) Ar ea Loan Or igi nat ion Des cr iptio n Develop capability in Program Off ice Single Family _ Scenario 2 $4,000,000 Po int of Cont act Dan Szparaga Estimat ed Cost Estim at ed Cost Ye ar 1 Futu re Years $1,250,000 $1,250,000 Contra ct Award Expires 9 / 18 9/18 Balan ce 1/1/2018 $ 1,250,000 $3,750 ,000 - $1,500,000 $2,250,000 $3,000,000 $2,250 ,000 and sto re comp lete loan app lication in electronic 4.45 Accept MISMO loan Origination; Credit Report Portfo lio Management Versions in TOTAL Scorecard (eCase Phase 2.2) Enhance eCase Binder w ith ris k management capabi lit ies to accept electronic data fo r use in credit scoring models and rules engines. Single Family Dan Szparaga $1,500,000 4.45 Enhance EAD and LAMS (eCase Phase 3) Loan Originat ion Enhance eCase Binder to accommodate electronic closing data files and modern ize appraisal scoring functionality for enhanced QC and risk Single Family Dan Szparaga $1,000,000 4.45 Enhance eCase Binder (eCase Phase 4) loan Origination; Counterpa rty Ma nagement Finalize modernization of eCase Binder portal fo r lenders to submit case binders elect ron ically. Single Family Dan Szparaga $500,000 - - $2,250,000 eCase Binder to obtain format. Contract Awa rd $1,000,000 1/1/2018 $1,500,000 Expir es 9/ 19 9/ 19 Ba lance $1,250,000 $2,750,000 Delive rab les o eCase Binder Phase 2 (Loan Applicat ion ): Develop capability to rece ive, consume , and store complete loan applicat ion dat a in electronic MISMO format (Upda t ed URLA} for t he o eCase Binder Phase 2 (Credit Report) : Develop capability t o receive, consume, and store complete the credit report in electron ic MISMO format (updated URLA) for the E-case binder. $1,000,000 $1,750,000 1/1/2018 $1,000,000 $750,000 o eCase Binder Phase 3: Develop enhancements to incorporate Appraisa l QC and Risk management into the ARP and Appraisal Roster management processes. 1/1/2018 $500,000 $250,000 o eCase Binder Phase 4 (Stand-Up Portal): Develop porta l requ irements. o Develop portal for LI and non -LI lenders to subm it Case Binders electronically using an industry standard 3.9 Automation of Housing Counseling Business Processes Housing Quarterty Activ ity and Grant Reporting Quarterly Activity and Grant Reportin g wil l become more accurate and efficient and Large amounts of data will be entered in a more HSNG Counsel ing George Grotheer Danberry carmon $1,000,000 4 .15 Capital Needs Assessment (CNA) Tool Expansion Needs Loan Originat ion Develop enhancements t o make founda t ional capabi lit ies fully operational . Mult ifam ily Win Chan $250,000 1/1/2018 $1,000,000 $1,250,000 $250, 00 0 Automation of the current ma nual budiness process and integration w ith current system " Housing Counseling/Cl ient Management (HCS) Fll Robust data warehouse integrat ing data $1,000,000 HUD-18-0686-F-000492 forOffld al Use Onlyl Not to be shired with potent ial Vendon! $1,250,000 1/ 1/2018 $250,000 $0 o Develop interfaces wit h ASAP, IREMS, & REAC o Define business process and automate administration of Reserve for Replacement Escrow Accounts o Enhance data capture from disburseme nt process, automa te tr acking of per iodic update CNA's, prepopulate new CNA's from existing Page2ofS < m :D Scenario 2 S9M ~ 7 G) _____________ :C HSG/FHA Automation --1 Funds Ex piring on 9/2018 We ight ed Scor e 3.9 Tot als Busi ness Needs FHA Applica t ion Scenarios $ _ 6/1/2017 Scenario 2 5,000,000 Funds Expiring on 9/2019 Ar ea Loan Or igi nat ion Des cr iptio n Mu lti-Fam ily Housing Underwriting and Office of Hea lth Care Subm ission Syst em (AUSS) Prog ram Office init ial phac;e of develop ment wi ll moderni ze and replace t he existi ng De11e lopment Appl icat ion Processing (OAP) System, wh ich is an out dat ed syste m dependent on Pow erSuilder softw are . Program Off ice Multifamily/He a ltca re $4,000,000 Po int of Cont act W i n Chan Estimat ed Cost Estim at ed Cost Ye ar 1 Futu re Years $1, 000 ,000 Contra ct Award Expires 9 / 18 9/18 Balan ce 1/ 1/20 18 $ 1,000,000 $250,000 Contract Awa rd Expir es 9/ 19 9/ 19 Ba lance so De liverab le s -Aut o mat ed Unde rwr it ing System (AUSS) en d-sta te will provide a stand a rdized road map for autom ate d loan track ing work.flow th rough al l p rocess ing sta ge s th rough final endorsement . - M oves away from unsupported legacy hardw are and sof tware t o new tech nology stack within HUD Enterp rise Arc hitect Framework (EAF). - Produces a vi able product in f irst 12 months . .. $6,500, 000 $7,7 50 ,000 o- $4,750, 000 HUD-18-0686-F-000493 forOffld al Use Onlyl Not to be shired with potent ial Vendon! . $4,000,000 Total allocated $8,750,000 Page3ofS < m :D Scenario 3 $4 M & $SM OCIO ~ 7 G) ________________ :C HSG/FHA Automation --1 Funds Expiring on 9/2018 Weighted Score 4.45 Business Needs Standardize Loan Application Data Set (eCase Phase 2.1) Scenarios $ _ 6/1/2017 Scenario 3 5,000,000 Funds Expiring on 9/2019 Area Loan Or igin ation Description Develop capability in eCase Binder to obtain Program Office Single Family $4,000,000 Point of Contact Dan Szparaga Estimated Cost Est imat e d Cost Year 1 Future Years $1,250,000 $1,250,000 Contrac t Award Expires 9/19 9/19 Balance 1/19/ 20 18 $1,250,000 $2,750,000 Accept MISMO Credit Repo rt Versions in TOTAL Loan Origination; Portfolio Management Scorecard (eCase Phase 2.2) 4 .1 5 Capital Needs Assessment (CNA) Loan Origination Tool Expans ion Needs o eCase Bind er Pha se 2 (Loan and store complete Application): Develop cap abili ty t o receive, consume, and store comp lete loan application in loan application data in electronic MISMO format (Updated URLA) for th e electronic format. 4.45 Delive rable s Enhance ecase Binder Single Family Dan Szparaga $1,500,00 0 $1,000,000 1/ 19/20 18 $1,500 ,000 $1,250,000 with risk manag e ment capabilities to accept electronic data for use in credit scori ng models and rules engines. Develop enhancements to mak e foundational ca pabiliti es fully operational. o eCase Bind er Phase 2 (Cred it Repo rt ): Develop capabil ity to receive, consume , an d store complete th e cred it repo rt in elect roni c MISMO format (updated URLA) for t he E-case binder . Multifamily Win Chan $250,000 $1,000,000 1/ 19/20 18 $250,000 $ 1,000,000 o Deve lop inte rfa ces with ASAP, IREMS, & REAC o Define bu siness process and automate administration of Rese rve for Replaceme nt Escrow Accounts o Enhance data capture from 3.9 FHA Application Underwritin g Subm iss ion System (AUSS) Loan Origination M ulti -Family Housing and Offi ce of Multifamily/He Win Chan 1/ 19/20 18 $1,000,000 $1,000 ,000 a lt care $0 d isbursement process, auto mate tracki ng of period ic update CNA's, prepopulate ne w CNA's from exist ing - Automated Unde rwriting System (AUSS) end-state will pr ovide a standard ized roadma p for automated loan tra cking wo rkflo w t hr ough all HealthCare Pro gra m Office initial phase of de velopmen t will processing stages through final endorsement . - Moves away from unsupported legacy hardwa re and so ftw are to new mod ernize and repla ce the ex isting Development Application Processing HUD-18-0686-F-000494 (OAP) System, which is technology stack with in HUD Enter prise Architect Framework (EAF). an outdated system dependent on - Prod uces a viable product in first 12 months. PowerBuilder softwa re. Totals $4,000,000 For Official Use Only! Not to be shared with potential Vendors! $3,2SO,OOO $4,000,000 Page4ofS < m :D ~ 7 Total Requirements G) ____________________ _ :C HSG/FHA Automation Scenarios -I Weighted Score Business Need s 6/1/2017 Area De scription Program Office Point of Contact Estima ted Cost Year 1 Estimated Cost Futur e Years Deliverables 3.8 Regional Center Alignment Loan Origination Modifications to all systems to align regional centers Post-MFT. Mult ifamily Win Chan $ 300,000 o System modifications to all systems Post-Mult ifamily for tomo rrow 2.75 iBFM Service Coordinator and Congregate Housing Grants Forecasting and Funding Modernization Mu ltifamily Win Chan $ 500,000 Modify IBFM to support t he fo recasting and fund ing needs of Mu ltifamily' s SCMFand CHSPgrants programs Develop Capability for External Party Approval and Management Process Count erparty Management With th is effort, the Office of Multifamily Housing will more effectively award and monitor fund s, and more accurately be able to forecast future funding needs in these programs. Develop capabilit y for application approva l and data to meet policy requirements for ent ities that need to be tracked, authentica t ed and authorized counterparty(s) . Single Family Dan Szparaga $ 1.1 $ Total s HUD-18-0686-F-000495 For Official Use Only! Not to be shared with potential Vendors I - 7,300,000 . $2,750,000 o Automate t he process of participant "l ists" maintained such as fo r Appraisers, 203 consultants, and other third-party participants. Develop capability for application, approval and data to meet policy requirements for ent ities that need to be tracked, authenticated and authoriz ed as third-party part icipants. $10,500,000 Page 5 of 5 ~ OFFICEOF RISKMANAGEMENT & REGULATORYAFFAIRS MEETINGAGENDAAND MINUTES HOMEOWNERSHIP Meeting Date: March 22, 2017, 2:00 - 3:00 PM Agenda & Minutes Prepared by: Roy W illiams Meeting Purpose: {distributed in advance a/ meeting) o FHA Single Family & Commercial Counterparty Risk Committee Meeting Attendees: {Checked indicates presence. Unchecked indicates absence} D Genger Charles, GDAS,Office of Housing D Stacey Shindelar, Act ing Director, Office of Risk Management D Robert Bowes, Senior Advisor, Office of Risk Management D Robert lber, Acting DAS, Multifami ly Housing Programs D John Carawan, Financial Economist, Office of Risk Management D Laura Miller -Pittman, Credit Risk Advisor , Office of Risk Management D D Eduardo Matte i, Credit Risk Officer, D Dan Sullivan, Acting Director, D Daros Polydorou, Marilyn Edge, Acting Director, Multifamily Off ice of Asset Management & Portfolio Oversight Mu ltifamily Office of Production Office of Risk Management Credit Risk Officer, Office of Risk Management D Roger Lukoff, DAS, Healthcare Programs D Roberto Garcia, Credit Risk Officer, Office of Risk Management D Geoffrey Papsco, Director, Office of Hospita l Facilities D Paul Giaudrone, Director, Program Support Division, Office of Hospital Facilitie s D Kathryn Killeen, Director, Special Services Division, Office of Hospital Facilities D Robert Mulderig, Acting DAS, Single Family Housing D Justin Burch, Director, Quality Assurance Division D Robin Senator, Director , Office of Architecture & Engineer ing D Roger Lewis, Director, Office of Residentia l Care Facilities D Patrick Berry, Director, Production Division, Office of Residential Care Facilities D Tim Gruenes, Director, Asset Management & Lender Relations Division, Office of Residentia l Care Facilities D John Hartung, Director, Policy & Risk Analysis Division, Office of Residentia l Care Facilities D Nandini Rao, ADAS, Office of Risk M anagement D Zachary Skochko, Director, Counterparty Risk Analysis Ginnie Mae D Shawn Jones, Director, Off ice of Risk Manag ement D Brian Synowiec, Director, Reporting and Analysis Division, Office of Risk Management Meeting Agenda: (distributed in advance of meeting) AMEf 1. Single Family Dashboard 2. Commerc ial Dashboard 3. Ginnie Mae Dashboard 11/18/2019 pVERSIGHT Discussion/Resolution: Confidential/For Interna l Use Only 1 HUD-18-0686-F-000496 OFFICEOF RISKMANAGEMENT & REGULATORYAFFAIRS MEETINGAGENDAAND MINUTES ~ HOMEOWNERSHIP 4. Counterparty Risk Management 5. Appendix Action-Items: (added or Updated in Action Item Log) Owner Area Action Description Due Date -None additional Next Meeting Date and Time : June 22, 2017 AMEf 11/18/2019 pVERSIGHT Confidential/For Interna l Use Only 2 HUD-18-0686-F-000497 HECM Day Away - March 10, 2017, 9:30 AM - 4:30 PM Welcome and thanks . Suggested guiding principles for approach to discussion: o Recognize that we all bring different perspectives-and analysis. different levels of information--to this o Therefore, no quest ion is too elementary. To a great extent , "slow and steady" will serve this discussion well. We all want to leave with a common understanding of how to improve HECM's long-term self-sustainability. o Focus on the constructive. o Try not to get bogged down - allow for "parking lot" items . o Do not be limited by existing structure of HECM program . o And please, if I fail on any of these principles, call me on it. Suggest ed guiding principles for content of discussion: o Do we agree? --All possible improvements to the existing HECM program should address at least one of the following three objectives: 1. Maximize revenue from mortgage insurance premiums . 2. Minimize amounts paid in insurance claims to lenders . 3. Maximize recoveries in Secretary-held portfolio . o What are current impediments to our meeting each of the three object ives? o What are considerations/constraints relative to possible actions that address the three objectives? Important to consider: 1. Recommendations for program enhancements may be immediate, short-term (by 10/1/17) or longer-term. 2. Schedule for implementing recent Final Rule by 9/19/17 is a reality . 3. FY 2018 Budget process-w ill have immediate requirements and others that must be met in short-term time -frame (befo re 10/1; likely need to be aligned with 9/19/17 system release date). 4. Legal/administrative implication for implementation - ML/policy vs. rulemaking vs. statute . 5. Ancillary product deliverables - for example, model documents, etc . 6. Time needed for HUD and industry to make needed system changes. o Is it possible that there are other players (HFAs, Federal Home Loan Banks, etc.) whose participation could make a more favorable HECM marketplace? o What else? AMERIC/\r-... pVERSIGHT HUD-18-0686-F-000498 1 HUD -Vital Partner in Housing Finance Reform Draft Background This initial, draft outline provides HUD's views on key steps HUD can take to assist the Administration's efforts to reform the U.S. housing finance system. HUD is a major participant in the U.S. residential housing finance system through the $2 trillion Ginnie Mae MBS guaranty program, the $1.3 trillion FHA mortgage insurance program, as well as HUD's administration of grant programs such as the Housing Trust Fund (funded by guaranty fee income collected by the GSEs). These preliminary recommendations seek to deliver on the core mission of HUD mortgage programs wh ile protecting taxpayers, and effect ively coordinate HUD policy with the Administration's broader reform objectives. Regarding broader reform of the housing finance system, OM B's housing finance reform proposal (the "OMB Proposal") titled "Delivering Government Solutions in the 21st Century" provides a useful initial framework for policy development. Therefore , HUD's draft reforms herein ut ilize the 0MB Proposal as a reference point for broader reform. Summary of Key 0MB Recommendations for GSE Reform o o o Transitioning Fannie Mae and Freddie Mac (the GSEs) to fully private entities Competition to the duopolistic GSE role a central element to reform Explicit federal guaranty of MBS - fully paid for and on budget o (b)(S) Deliberative Privilege o o o In addition, 0MB proposed moving the Department of Agriculture's (USDA) rural housing loan guarantee and rental assistance programs to HUD. Having both USDAand HUD housing programs administered by HUD would allow both agencies to focus on their core missions and, over time, further align the Federal Government's role in housing policy. Draft , Pre-decisional AMEf pVERSIGHT HUD-18-0686-F-000499 2 HUD Recommendations HUD has developed a preliminary working list of reform proposals with the duel goals of (1) advancing reform of Ginnie Mae and FHA regardless of broader housing finance reform, and (2) addit ional reform initiatives that merit further consideration and assessment in coordination with broader market reform. List of HUD Reform Recommendations 1) (b)(5) Delib erativ e Privil ege 2) 3) 4) 5) A brief outline of each recommendation follows. 1. l(b)(5) Delib erativ e Privil ege o (b)(5) Deliberative Privil ege o o o o o o 0 b)(5) Deliberative Privil ege 0 0 Draft , Pre-decisional AMEf pVERSIGHT HUD-18-0686-F-000500 3 2. (b)(5) Deliberativ e Privil ege o b)(5) Deliberative Privilege o o o o 3. b)(5) Deliberative Privil ege (b)(5) Deliberative Privilege o (b)(5) Delib erative Privilege Draft, Pre-decisional AMEf pVERSIGHT HUD-18-0686-F-000501 4 o 4. (b)(5) Deliberativ e Privilege rb )(5) Deliberativ e Privil ege b)(5) Deliberativ e Privil ege b)(5) Deliberative Privilege (b)(5) Deliberativ e Privil ege Draft, Pre-decisional AMEf pVERSIGHT HUD-18-0686-F-000502 5 o (b)(5) Deliberativ e Privil ege o o o S. (b)(5) Deliberative Privilege l(b)(5) Deliberative Privil ege (b)(5) Deliberativ e Privilege Draft, Pre-decisional AMEf pVERSIGHT HUD-18-0686-F-000503 DEPARTMENT OF VETERANS AFFAIRS Washington DC 20420 March 6, 2020 In Reply Refer To: 001B FOIA Request: 20-05094-F Austin Evers, Executive Director American Oversight 1030 15th Street NW, Suite B255, Washington, DC 20005 foia@americanoversight.org Dear Mr. Evers: This is the Initial Agency Decision (IAD) to your Freedom of Information Act (FOIA) request to the Office of the Secretary, U.S. Department of Veterans Affairs (OSVA), dated October 17, 2018, referred from the HUD FOIA office on and received February 25, 2020, and assigned FOIA tracking number 20-05094-F. You requested: 1. "All calendars or calendar entries for any of the following individuals, including any calendars maintained on behalf of these individuals (e.g., by an administrative assistant) for the date ranges provided below. If no date range is specified, please provide all responsive records from the date each custodian joined HUD through the date the search is conducted: o Ben Carson Sr. (December 1, 2017, through the date of the search) o Leonard Wolfson o Seth Appleton o Deana "Deidre" Bass (end date of search associated with FOIA request number 18-FI-HQ-00218, through the date of the search) o Robert Bowes o Alfonso Costa, Jr. o Sheila Greenwood (end date of search associated with FOIA request number 18-FI-HQ-00218, through the date of the search) o Pamela Patenaude (end date of search associated with FOIA request number 18-FI-HQ-00218, through the date of the search) o Andrew Hughes o Maren Kasper o Lynne Patton o Dana Wade For these individuals, American Oversight requests that the calendars be produced in a format that includes all invitees, any notes, and all attachments. 2. All calendars or calendar entries for any of the following individuals, including any calendars maintained on behalf of these individuals (e.g., by an administrative assistant) for the date ranges provided below. Please provide all responsive records from the date each custodian joined HUD through the date the search is conducted: o Mason Alexander o Christopher Bourne o Michael Bright o David Byrd o Matthew Hunter o Robert Hunter Kurtz o Michael Marshall o Michael Nason o William Russell A I A PVERSIGHT Mr. Evers Page 2 March 6, 2020 o Richard Youngblood." IAD and Reasonable Search Dated 2/25/20 On February 25, 2020, the OSVA FOIA Officer received four (4) pages of responsive records referred from the HUD FOIA office. After reviewing the four (4) pages, OSVA redacts some information with FOIA Exemptions 6 and 7(C). 5 U.S.C. ? 552(b)(6) exempts from required disclosure "personnel and medical files and similar files the disclosure of which would constitute a clearly unwarranted invasion of personal privacy." FOIA Exemption 6 permits VA to withhold a document or information within a document if disclosure of the information, either by itself or in conjunction with other information available to either the public or the FOIA requester, would result in an unwarranted invasion of an individual's personal privacy without contributing significantly to the public's understanding of the activities of the federal government. Specifically, the information being withheld, as indicated on the attached documents, under FOIA Exemption 6, consists of names and identities of: federal employees and Protocol/police officers. However, we release the names of VA and HUD Senior Executives. Federal employees and Protocol/police officers retain a significant privacy interest under certain circumstances, such as in instances where the release of their information could represent a threat to their well-being, harassment, or their ability to function within their sphere of employment. The federal employees and Protocol/police officers whose information is at issue have a substantial privacy interest in their personal information. In weighing the private versus the public interest, we find that there is no public interest in knowing the names and identities of: federal employees and VA Protocol/police officers. The coverage of FOIA Exemption 6 is absolute unless the FOIA requester can demonstrate a countervailing public interest in the requested information by demonstrating that the FOIA requester is in a position to provide the requested information to members of the general public and that the information requested contributes significantly to the public's understanding of the activities of the Federal government. Additionally, the requester must demonstrate how the public's need to understand the information significantly outweighs the privacy interest of the person to whom the information pertains. Upon consideration of the records, I have not been able to identify a countervailing public interest of sufficient magnitude to outweigh the privacy interest of the individuals whose names are redacted. The protected information has been redacted and (b)(6) inserted. "Withholding a telephone number or e-mail address, alone, is not sufficient to protect that [privacy] interest; alternate means of contacting and harassing these employees would be readily discoverable on the Internet if this court ordered their names disclosed." Long v. Immigration & Customs Enf't, 2017 U.S. Dist. LEXIS 160719 (D.C. Cir. 2017). 5 U.S.C. ? 552(b)(7)(C) exempts from required disclosure information law enforcement information the disclosure of which "could reasonably be expected to constitute an unwarranted invasion of personal privacy." Redacted information includes names and identities of federal Protocol/police officers. The release of this information would risk impersonation of law enforcement personnel and jeopardize the health and safety of not only law enforcement personnel, but those persons the law enforcement personnel are charged with protecting. FOIA Mediation As part of the 2007 FOIA amendments, the Office of Government Information Services (OGIS) was created to offer mediation services to resolve disputes between FOIA requesters and Federal agencies as a non-exclusive alternative to litigation. Using OGIS services does not affect your right to pursue litigation. Under the provisions of the FOIA Improvement Act of 2016, the following contact information is provided to assist FOIA requesters in resolving disputes: A\11 ICA PVERSIGHT Mr. Evers Page 3 March 6, 2020 VA Central Office FOIA Public Liaison: Name: Doloras Johnson Email Address: vacofoiaservice@va.gov Office of Government Information Services (OGIS) Email Address: ogis@nara.gov Fax: 202-741-5769 Mailing address: National Archives and Records Administration 8601 Adelphi Road College Park, MD 20740-6001 FOIA Appeal This concludes OSVA's IAD and response to request 20-05094-F. Please be advised that should you desire to do so, you may appeal the determination made in this response to: Office of General Counsel (024) Department of Veterans Affairs 810 Vermont Avenue, NW Washington, DC 20420 If you should choose to file an appeal, please include a copy of this letter with your written appeal and clearly indicate the basis for your disagreement with the determination set forth in this response. Please be advised that in accordance with VA's implementing FOIA regulations at 38 C.F.R. ? 1.559, your appeal must be postmarked no later than ninety (90) days of the date of this letter. Sincerely, Richard Ha, JD, CIPP/G OSVA FOIA Officer Attachments - four (4) redacted pages A\11 ICA PVERSIGHT PROTOCOL READ AHEAD ~ Grant Announcement/ Joint Press Conference~ The Honorable Ben Carson, Secretary, Department of Housing and Urban Development The Honorable Robert Wilkie, Secretary, Department of Veterans Affairs Community resource and Referral Center (CRRC) 1500 Franklin Street, NE Washington, D.C. Wednesday , October 3, 2018 - 3:00 p.m. Key information for this event is provided: POCs: (b) (6), (b) (7)(C) Director of Protocol & Congressional Liaison Purpose: To have the Secretary of Housing and Urban Development (SECHUD) and Secretary of Veterans Affairs (SECVA) tour the VA Community Resource and Referral Center (CRRC) then make a joint announcement regarding the establishment of the Veterans Housing and Rehabilitation and Modification Pilot Program . Note: The CRRC is the first of its kind in the Washington DC area and is open seven day a week to combat homelessness among Veterans . It is one of 17 Centers the Department of Veterans Affairs plans to strategically locate across the nation. These facilities centralize federa l and local partners to provide services to homeless and at-risk Veterans . Although not a shelter , the CRRC provides services to assist Veterans which include a computer lab, laundry, showers, social work services and a host of community services Sequence of Events : 3:00 p.m. SECHUD arrives at the CRRC accompanied by Mr. Raphael Williams, Deputy Assistant Secretary for PAO (HUD) and Ms. (b) (6) Public Affairs (HUD) then met by the SECVA , Dr. Charles Faselis, Acting Washington DC VA Medical Center Director, (b) (6) Ph.D., Acting Administrator , CRRC, Chief, Psychology Service (b) (6) Actin Homeless Supervisor for the ContracUGPD Trans itional Housing Programs , Ms. (b) (6) Chief, DCVAMC Public Affairs & Community Relations , Ms. (b) (6) of Veterans Affairs Senior Advisor for Strategic Communications and Mr. (b) (6), (b) (7)(C) , DCVAMC Director of Protocol & Congressional Liaison o Escorted on facility tour to include the Computer Lab, Chapel, Shower Facility, Laundry Facility , Teaching Kitchen and Mental Health Intake Area 3:20p.m. FacilitY.tour concludes - SECVA and SECHUD escorted to the 2nd floor "Green Room" (b) (6), (b) (b) (6) by Mr..-.Vhile media members are escorted by Ms. -to set up in the 2nd (7)(C) Floor ~ce Room 3:30 p.m. SECHUD SECVA , Dr. Faselis , Ms. Dr. -Mr (b) (6) (b) (6) -an~escorted from the Green~e (b) (6), (b) Room by Mr. -Press Conference begins (7)(C) (b) (6) (b) (6) (b) (6) . -Ms. 2nd Floor Conference (b) (6), (b) (7)(C) AMEf ICAr--.. pVERSIGHT Director of Protocol & Congressional Liaison Office of the Medical Center Director HUD-18-0686-G-000001 PROTOCOL READ AHEAD o o o 3:30 p.m. Opening Remarks by SECHUD Remarks by SECVA Media Q&A 9if applicable) Joint Press Conference concludes (b) (6) (b) (6), (b) o SECHUD and SECVA escorted to CRRC lobby by Mr. -(7)(C) Ms. (b) (6) Dr. -and Dr. Faselis o Visit concludes Bios The Honorable Robert Wilkie was nominated by President Trump to serve as the tenth Secretary of Veterans Affairs. He was confirmed by the United States Senate on July 23, 2018, and sworn in on July 30, 2018. Mr. Wilkie prev iously served as the acting Secretary of VA from March 28 to May 29, 2018. Before confirmation as VA Secretary, Mr. Wilkie served Secretary James Mattis as his Under Secretary of Defense for Personnel and Readiness-the principal advisor to the Secretary and Deputy Secretary of Defense for Total Force Management as it relates to readiness , National Guard and Reserve component affairs , health affairs , training , and personnel requirements and management , including equal opportunity , morale, welfare, recreation , and the quality of life for military fam ilies. The son of an Army artillery commander, Mr . Wi lkie spent his youth at Fort Bragg . Today , he is an officer in the United States Air Force Reserve assigned to the Office of the Chief of Staff . Before joining the Air Force, he served in the United States Navy Reserve with the Joint Forces Intelligence Command , Naval Special Warfare Group Two , and the Office of Naval Intelligence. Mr. Wilkie has more than 20 years of federal service at the national and international levels . During the George W. Bush Administration , Mr. Wilkie served both Robert Gates and Donald Rumsfeld as Assistant Secretary of Defense from 2005-2009 , and he was the youngest senior leader in the Department. Mr. W ilkie was Special Assistant to the President for National Security Affairs and a senior director of the National Security Counci l under Dr. Condoleezza Rice . He also has extensive experience in the United States Congress , including recent service as Senior Advisor to Senator Thom Tillis and service as Counsel and Advisor on International Security Affairs to the Majority Leader of the United States Senate, the Honorable Trent Lott. Mr. Wilkie shepherded the Senate confirmation (b) (6), (b) (7)(C) AMEf ICAr--.. pVERSIGHT Director of Protocol & Congressional Liaison Office of the Medical Center Director HUD-18-0686-G-000002 PROTOCOL READ AHEAD process for James Mattis, Robert Gates , and Admiral Mike Mullen (CJCS), and he was responsible for the preparation of Genera l David Petraeus and Ambassador Ryan Croker for their multiple appearances before the Congress in defense of the Iraqi Surge. Mr. Wilkie was Vice President for Strategic Programs for CH2M HILL, one of the world's largest engineering and program management firms, where for five years he held program management and advisory assignments as diverse as the London 2012 Summer Olympics and the reform and reorganization of the United Kingdom Ministry of Defense Supply and Logistics System (DE&S) . Mr. Wilkie holds an Honors degree from Wake Forest University, a Juris Doctor from Loyola University College of Law in New Orleans , a Master of Laws in International and Comparative Law from Georgetown University, and a Masters in Strategic Studies from the United States Army War College. A graduate of the College of Naval Command and Staff, Air Command and Staff College , the United States Army War College, and the Joint Forces Staff College, Mr. Wilkie has published articles in the Naval War College Review, Parameters, Armed Forces Journal International, Air and Space Power Journal, and Proceedings . He holds personal and unit decorations , as well as the Defense Distinguished Public Service Medal, the highest non-career civilian award of the Department. On March 2nd, 2017, Dr. Benjamin S. Carson, Sr., M.D., was sworn in as the 17th Secretary of the U.S. Department of Housing and Urban Development. For nearly 30 years, Secretary Carson served as Director of Pediatric Neurosurgery at the Johns Hopkins Children's Center, a position he assumed when he was just 33 years old , becoming the youngest major divis ion director in the hospital's history. In 1987, he successfully performed the first separation of craniopagus twins conjoined at the back of the head. He also performed the first fully successful separation of type-2 vertical craniopagus twins in 1997 in South Africa. Dr. Carson received dozens of honors and awards in recognition of his achievements including the Presidential Medal of Freedom , the nation's highest civilian honor. He is also a recipient of the Spingarn Medal, the highest honor bestowed by the National Association for the Advancement of Colored People (NAACP). Dr. Carson authored nine books, four of which he co-wrote with his wife Candy. The U.S. News Media Group and Harvard's Center for Public Leadership named him among "America's Best Leaders" in 2008 . Dr. Carson and his wife co-founded the Carson Scholars Fund, which recognizes young people of all backgrounds for exceptional academ ic and humanitarian accomplishments. The Fund is currently (b) (6), (b) (7)(C) AMEf ICAr--.. pVERSIGHT Director of Protocol & Congressional Liaison Office of the Medical Center Director HUD-18-0686-G-000003 PROTOCOL READ AHEAD operating in 50 states and the District of Columbia, and has recognized more than 7,300 scholars , awarded more than $7.3 million in scholarships , and installed more than 150 Ben Carson Reading Rooms around the country . Born in Detroit to a single mother with a 3rd grade education who worked multiple jobs to support their family , Secretary Carson was raised to love reading and education . He graduated from Yale University and earned his M.D. from the University of Michigan Medica l School. He and his wife are the proud parents of three adult sons and three grandchildren . Charles Faselis, MD Acting Medical Center Director Dr. Charles Faselis was named Acting Medical Center Director August 12, 2018. Prior to assuming this role, Dr. Faselis has been serving as the Chief of Staff of the Medical Center since April, 2016 . He is the author of over 100 peer reviewed publications and two books in Interna l Medicine. He has received several teaching awards including: Attending-of -the-Year , the Osler award and the Golden Apple award for teaching. He is the former president of the Mid-Atlantic chapter of the American Society of Hypertens ion and is a Fellow of the American College of Physicians and the American Society of Hypertens ion. He has been selected as member of the Alpha Omega Alpha Honor Society. Dr. Faselis is a clinician educator who enjoys teach ing residents and students in the inpatient and outpatient setting. His research interests include hypertension , diabetes , patient safety and medical education. He received his medical degree from the University Of Athens School of Medicine and completed his residency in Internal Medicine at Cook County Hospital and Medicine Fellowship at the University of North Carolina. Prior to being appointed the Chief of Medical Services, Dr. Faselis served as the Associate Chief of Medicine , the Program Director of the Internal Medicine Residency program and also as the Associate Chief of Staff for Education and Academic Affairs. He currently is a Professor of Medicine at the George Wash ington University School of Medicine and Uniformed Services University . (b) (6), (b) (7)(C) AMEf ICAr--.. pVERSIGHT Director of -nal Liaison Office of the Medical Center Director HUD-18-0686-G-000004