HomeMy WebLinkAbout26 - Submissions - Planning & Development Permitting Fee AnalysisFrom:Hannah Robert
To:Bozeman Procurement; agenda@bozeman.net
Cc:Jude Franklin; Portia Johnson; Emily Harris-Shears
Subject:[EXTERNAL]Franklin Associates - City of Bozeman Planning and Development Permitting Fee Analysis Proposal2/25/26 3pm MST
Date:Wednesday, February 25, 2026 11:07:38 AM
Attachments:Outlook-lgtqtcnd.pngFranklin Associates - City of Bozeman Planning and Development Permitting Fee Analysis Proposal.pdf
CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you
recognize the sender and know the content is safe.
Good afternoon,
Thank you for the opportunity to submit our proposal to the City of Bozeman for the
Planning and Development Permitting Fee Analysis opportunity. Attached here is Franklin
Associates' proposal response. Please don't hesitate to reach out if you have any
questions or need anything else in your review.
Sincerely,
Hannah Robert
Hannah Robert | Proposal Coordinator
p - 225 768 9060 c - 985 860 9627 | FranklinAssociates.com
Request for Proposals for Planning &
Development Permitting Fee Analysis
City of Bozeman
250 South Foster Drive, Baton Rouge, LA 70806
Perry Franklin, President | Phone 225.768.9060 | Fax 225 768 9009 | perry@franklinassociates.com
Date Submitted: February 25, 2026
City of Bozeman
Planning & Development
Permitting Fee Analysis
1
LETTER OF TRANSMITTAL
2/25/2026
Regarding Request for Proposals (RFP): Planning & Development Permitting Fee Analysis
Franklin Associates, LLC (Franklin) looks forward to the opportunity to assist the City of Bozeman by
providing a comprehensive cost analysis and fee structure study. We are joined by CBH Consulting and
Advisory Group, LLC (CBH Group), a strategy consulting practice focused on the delivery of performance
improvement programs, technical advisory services, and transformative special projects to government
agencies. With Montana-based staff, Franklin and CBH Group (the Franklin team) bring local housing policy
knowledge and understand both the housing dynamics of the City of Bozeman and the legislative realities that
impact development, zoning and permitting in state. Since its founding in 2005, the Franklin team has worked
with local governments to identify and solve complex problems with a focus on putting people first while
maintaining the highest ethical practices.
The proposed team for this work holds over 20 years of experience from working with city and regional
governments analyzing data and recommending solutions. For example:
• Louisiana Housing Corporation – Bond Recycling Research & Recommendations
• City of Missoula, Montana – Short-term Rental Fee Study and Recommendations
• City of Missoula, Montana – Voluntary Incentives Program Design & Implementation
• Louisiana State University – Operations and Services Assessment
• New Orleans Regional Transit Authority – Fare Restructuring
Franklin has thoroughly reviewed the solicitation, crafted our response based on decades of professional
experience in this line of work, and will enter a contract with the City of Bozeman to affect this. We have
reviewed, understand, and agree to all the conditions, requirements, and terms stated in the RFP, including our
responsibility for the entire contract and payment of all charges that result from the contract.
Sincerely,
Perry J. Franklin
President
Franklin Associates, LLC
250 S. Foster Dr., Baton Rouge LA 70806
perry@franklinassociates.com
(225) 768-9060
(225) 768-9009 fax
City of Bozeman
Planning & Development
Permitting Fee Analysis
2
CONTENTS
LETTER OF TRANSMITTAL ................................................................................................................................................ 1
CONTENTS ......................................................................................................................................................................... 2
PROJECT APPROACH & RELATED EXPERIENCE ........................................................................................................... 3
FIRM EXPERIENCE & UNDERSTANDING .................................................................................................................... 3
METHODOLOGY ............................................................................................................................................................ 5
INNOVATIVE CONCEPTS ............................................................................................................................................ 10
PROJECT EXPERIENCE ................................................................................................................................................ 11
FIRM PROFILE ................................................................................................................................................................... 14
FRANKLIN ASSOCIATES, LLC ................................................................................................................................. 14
CBH CONSULTING AND ADVISORY GROUP, LLC .............................................................................................. 16
OPERATIONAL CAPACITY .......................................................................................................................................... 17
FAMILIARITY WITH THE CITY OF BOZEMAN ........................................................................................................... 17
PROJECT TEAM ............................................................................................................................................................ 18
RESUMES ....................................................................................................................................................................... 22
PROPOSED SCHEDULE ................................................................................................................................................... 39
PHASE 1: KICKOFF – DEFINE SUCCESS ................................................................................................................ 39
PHASE 2: BASELINE ASSESSMENT OF CURRENT FEE STRUCTURE ................................................................. 39
PHASE 3: PEER BENCHMARKING .......................................................................................................................... 40
PHASE 4: CREATE A FINANCIAL MODEL TO TEST SCENARIOS ....................................................................... 41
PHASE 5: FINAL REPORT AND PRESENTATION TO COUNCIL.......................................................................... 42
COST PROPOSAL ............................................................................................................................................................. 43
AFFIRMATION OF NONDISCRIMINATION (APPENDIX B) ......................................................................................... 45
City of Bozeman
Planning & Development
Permitting Fee Analysis
3
PROJECT APPROACH & RELATED EXPERIENCE
FIRM EXPERIENCE & UNDERSTANDING
The Franklin team brings extensive experience in fee analysis and cost-of-service evaluation, paired with strong
local knowledge of Bozeman and Montana’s planning and development landscape. The team has evaluated
pricing structures, cost recovery models, and service delivery frameworks to ensure permitting fees are
transparent, defensible, and aligned with actual service costs. Franklin’s familiarity with Montana statutes, local
development patterns, and municipal operations allows the team to benchmark tiered or demand-based fee
structures against community priorities, delivering sustainable permitting frameworks grounded in both
financial rigor and local context.
With the Project Manager and Subject Matter Expert Emily Harris-Shears’s work history and full-time residence
in Montana, our team brings a strong and practical understanding of Montana’s housing market dynamics,
regulatory environment, and funding landscape. We recognize that Montana’s housing challenges are shaped
by rapid population growth, constrained land and housing supply, rising construction costs, infrastructure
limitations, revenue limitations and increasing affordability gaps across both urban and rural communities.
We understand the distinct pressures facing communities such as Bozeman, where accelerated growth and in-
migration have significantly increased home prices and rental rates. According to the U.S. Department of
Housing and Urban Development (HUD) Comprehensive Housing Market Analysis (HMA) of Bozeman,
Montana, based on percent growth, the Bozeman HMA was the fifth fastest growing HMA among 958
metropolitan and micropolitan areas in the nation from 2010 to 2020, and it experienced the fastest growth in
Montana. We are familiar with regional market differences across areas such as Missoula, Billings, and smaller
counties, where development feasibility, workforce housing needs, and infrastructure capacity vary
considerably.
Our experience includes working within Montana’s state and federal housing framework, including programs
administered by the Montana Department of Commerce. The Franklin team is knowledgeable about the
implementation and compliance requirements associated with the Community Development Block Grant
(CDBG), HOME Investment Partnerships, housing trust funds, disaster recovery funding, and state housing tax
credit programs. We understand environmental review requirements, procurement standards, housing quality
standards, fair housing compliance, and long-term affordability monitoring.
We also recognize the evolving policy environment shaped by recent Montana legislative sessions, including
reforms related to zoning, accessory dwelling units (ADUs), land use planning, and strategies aimed at
increasing housing supply. We understand how state-level reforms intersect with local growth policies,
development review processes, infrastructure financing, and impact fee structures.
In addition, the Franklin team is familiar with Montana’s broader housing ecosystem, including partnerships
with local governments, housing authorities, nonprofit developers, lenders, employers, and community
stakeholders. We recognize the importance of balancing affordability objectives with development feasibility,
community character, and long-term resilience.
City of Bozeman
Planning & Development
Permitting Fee Analysis
4
This grounded understanding of Montana’s housing market conditions, regulatory structure, and funding
mechanisms allows us to provide realistic, implementable recommendations that are responsive to local
context while aligned with state and federal requirements.
Franklin’s work with the Louisiana Housing Corporation (LHC) to evaluate bond recycling strategies reflects the
firm’s broader role as a trusted advisor on housing finance, resilience, and long-term program sustainability. In
this engagement, Franklin provided strategic research and analysis to identify innovative approaches to expand
the volume cap of LHC’s multifamily bond programs, conducting a comprehensive review of program data,
applicable federal and state legal requirements, and bond capacity models used in California and New York.
The final report offered practical, compliant strategies tailored to Louisiana’s housing finance framework.
This effort builds directly on Franklin’s longstanding partnership with LHC in supporting CDBG-DR, multifamily,
and affordable rental housing initiatives across the state. Through its ongoing work in policy development,
compliance, financial oversight, and program implementation, Franklin has developed an in-depth
understanding of LHC’s operational structure and funding environment. The bond recycling analysis leveraged
that institutional knowledge to provide actionable recommendations that align with LHC’s broader mission of
expanding affordable housing access, strengthening financial stewardship, and increasing resilience within
Louisiana’s housing system.
In her role with the City of Missoula, Emily Harris-Shears led municipal fee and cost-of-service analyses to assess
how permitting structures and development incentives affected both public revenue and private project
feasibility. Through detailed financial modeling and comparative cost assessments, she evaluated alternative
approaches, including a tiered cash-in-lieu framework, to ensure alignment between policy objectives and
documented service costs. Her work emphasized transparency, administrative practicality, and long-term fiscal
responsibility within the City’s regulatory framework.
At the New Orleans Regional Transit Authority, Senior Policy Analyst Chase Haislip directed a comprehensive
fare and cost-of-service review focused on strengthening financial sustainability and operational performance.
He developed and tested multiple pricing scenarios, analyzed cost allocation and fare collection practices, and
evaluated the fiscal and user impacts of proposed adjustments. The resulting analysis provided agency
leadership with clear insight into revenue stability, equity considerations, and the trade-offs inherent in
modifying fee-for-service structures.
This experience translates directly to municipal partners seeking to evaluate fee structures, assess cost
recovery, and align financial policies with operational and program objectives. Through cost-of-service analysis,
financial modeling, policy refinement, and process evaluation, the Franklin team supports public entities in
developing transparent, defensible, and sustainable fee-for-service frameworks that strengthen fiscal stability
while maintaining accountability and service delivery.
City of Bozeman
Planning & Development
Permitting Fee Analysis
5
METHODOLOGY
The Franklin Team has developed a comprehensive methodology to conduct the City of Bozeman’s Planning
and Development Fee Analysis. This approach is specifically designed to deliver recommendations which
will improve cost recovery within the Planning Special Revenue Fund while also ensuring equity among
applicants, transparency in cost allocation, and long-term fiscal stability for development review services.
As outlined in the RFP, the city seeks a detailed understanding of the true cost of planning and development
review activities (including work performed by multiple reviewing departments) and an evaluation of whether
the current bundled fee structure adequately reflects those costs. Our methodology directly addresses
these objectives by integrating full-cost accounting, multi-department allocation analysis, peer benchmarking,
and structured financial scenario testing.
Drawing on our experience conducting municipal cost-of-service and fee structure analyses for public
agencies, we will apply an analytical framework that captures direct and indirect costs, evaluates cost recovery
levels by application type, and assesses whether the current fee model equitably distributes costs across
residential, commercial, subdivision, and regulatory activities. We have also tailored our approach to reflect the
legislative environment, municipal governance structure, and development dynamics specific to Bozeman and
the State of Montana.
Our methodology is organized into five phases:
This phased approach ensures that final recommendations are not only data-supported and technically
defensible, but also policy-aligned and practical for adoption by city leadership. The result will be a clear set of
recommendations that allow the city to understand trade-offs, evaluate alternatives, and implement a
sustainable and equitable fee structure.
City of Bozeman
Planning & Development
Permitting Fee Analysis
6
Phase 1: Kickoff – Define Success
The project will begin with a kickoff meeting to confirm project objectives, clarify desired outcomes, align on
what success looks like for the city regarding schedule and deliverables, and establish the framework that will
guide the cost-of-service study. Because this analysis requires a full accounting of direct and indirect costs
across multiple departments, this phase ensures that cost allocation principles and workload assumptions are
clearly defined before modeling begins.
Phase 1 will begin with a kickoff session with the city’s Leadership team to:
• Confirm cost recovery objectives for the Planning Special Revenue Fund
• Clarify the role of property tax support relative to fee-supported activities
• Identify policy considerations that may influence fee design (e.g., housing affordability, economic
development priorities, long-range planning support)
• Confirm timeline, draft review milestones, and checkpoints to meet the September 1, 2026 presentation
target
• Establish the cost allocation and workload validation framework, including how costs will be identified,
categorized, and allocated across application types
At the conclusion of the kickoff session, the Franklin Team will issue a comprehensive data request
outlining required financial, staffing, workload, application volume, and revenue information necessary to
perform the analysis.
Phase 1 Deliverables:
• Defined metrics for success
• Draft data request
Phase 2: Baseline Assessment of Current Fee Structure
In Phase 2, the Franklin Team will conduct a comprehensive Cost of Service Analysis to establish the full cost of
providing planning and development review services and evaluate the performance of the city’s existing fee
structure.
Using the allocation framework defined in Phase 1, we will analyze three to five years of financial, staffing, and
application data to determine the fully burdened cost of service by application type. This analysis will
incorporate direct labor, interdepartmental review costs, administrative support, technology, and other indirect
expenses incurred by Community Development and other participating departments.
City of Bozeman
Planning & Development
Permitting Fee Analysis
7
Because planning applications in Bozeman involve multiple review steps, the analysis will link workload to
specific application categories to ensure cost estimates reflect actual service delivery demands. Where time-
tracking data is limited, structured staff interviews and validation workshops will be used to confirm workload
assumptions.
This phase will quantify current cost recovery levels by application type, identify areas of subsidy or cross-
subsidization, and evaluate whether the city’s bundled planning fee structure effectively captures
and allocates costs across departments. We will also assess revenue trends, application volume variability, and
Planning Fund performance to understand the structural drivers of the current funding gap and evaluate the
long-term sustainability of the fee framework.
The result of Phase 2 will be a baseline that clearly illustrates the true cost of service, current cost recovery
performance, and opportunities for improved alignment between fees and expenditures.
Phase 2 Deliverable:
• Cost of Service Study, including cost recovery analysis
Phase 3: Peer Benchmarking
In addition to internal cost modeling, the Franklin team will conduct a comparative analysis to benchmark
comparable Mountain West jurisdictions to contextualize the city’s fee structure within regional norms. Peer
cities will be selected in partnership with the city. Cities will be recommended based on similarities in
population size, development pace and/or housing pressure. Potential Montana peer cities may include
Billings, Belgrade, Missoula, Kalispell and/or Whitefish. Additionally, Franklin will review similarly situated cities
in the West that could include Bend, Oregon, Fort Collins, Colorado and/or Coeur d'Alene, Idaho. Peer
comparison will provide insight into escalation policies, tiered or complexity-based models, expedited review
surcharges, and recovery percentages, ensuring recommendations reflect both best practices and local
development realities.
This benchmarking effort will provide important context for evaluating Bozeman’s current cost recovery
performance and identifying alternative fee structures that reflect best practices while remaining appropriate
for Montana’s legal and economic environment.
Deliverable:
• Peer Benchmarking Report with variance analysis and interview notes
Phase 4: Financial Modeling and Scenario Testing
City of Bozeman
Planning & Development
Permitting Fee Analysis
8
Building on this foundation, the Franklin team will develop a financial modeling tool to evaluate alternative fee
structures and assess their fiscal and policy implications prior to adoption. Using findings from Phases 2 and 3,
the Franklin Team will assist the city with identification of a focused set of viable fee structure approaches for
detailed financial evaluation. This structured narrowing process allows the city to concentrate on realistic,
policy-aligned options that address identified funding imbalances and operational needs.
Utilizing this shortlisted set of scenarios, we will create a financial model to assess multiple fee structure
scenarios designed to improve cost recovery, enhance transparency, and support long-term Planning Fund
stability. Scenarios may include:
• Full cost recovery by application type
• Partial cost recovery with defined policy-based subsidy
• Tiered or complexity-based fee structures to better align cost with review intensity
• Hybrid models that combine base cost recovery with escalation mechanisms or phased implementation
City of Bozeman
Planning & Development
Permitting Fee Analysis
9
For each scenario, we will evaluate projected revenue performance, cost recovery levels by application type,
Planning Fund impacts, and sensitivity to fluctuations in development activity. This will allow the city to clearly
understand trade-offs between equity, fiscal sustainability, economic development considerations, and
applicant burden.
Where appropriate, we can also model phased implementation options to minimize abrupt fee increases while
progressing toward improved cost alignment.
The modeling tool will be built in Microsoft Excel and structured so that the city can adjust key
assumptions such as application volumes or escalation rates to test future scenarios and support ongoing fee
evaluation beyond the conclusion of this study. Our financial modeling team includes Chase Haislip, a certified
financial modeler, who has built modeling and budget tools for over 50 government and municipal agencies
nationwide.
The result of Phase 4 will be a clear comparison of alternatives that equips city leadership with a structured
decision framework and clear assumptions-based financial projections.
Deliverables:
• Financial modeling tool used to test financial models
• Summary report outlining financial results
Phase 5: Final Report and Presentation
In Phase 5, the Franklin Team will synthesize findings from the cost-of-service analysis, peer benchmarking, and
scenario testing into an actionable set of recommendations for the city.
The final report will document the methodology, summarize cost allocation and workload assumptions, and
present the full cost of service and cost recovery analysis by application type and department. It will clearly
describe how the current fee structure performs relative to service delivery demands and identify areas of
subsidy, structural imbalance, or misalignment.
Building on the modeled alternatives developed in Phase 4, we will present a recommended path forward,
including:
• Proposed fee adjustments or restructuring
• Options for addressing interdepartmental cost allocation
• Consideration of phased implementation, if appropriate
• Key policy and risk considerations for city leadership
City of Bozeman
Planning & Development
Permitting Fee Analysis
10
This report will be written to support both administrative use and public transparency, ensuring that the
rationale for any recommended changes is clear, data-supported, and defensible.
A draft report will be provided for city review, with sufficient time for feedback prior to finalization. The Franklin
Team will then present findings and recommendations to the City Commission, respond to questions, and
support leadership in evaluating trade-offs and implementation considerations.
Deliverables:
• Final report summarizing findings and recommendations
• Presentation to City Council outlining key results
The outcome of the Franklin team methodology will be a structured, policy-aligned fee framework and a
practical roadmap for adoption that strengthens cost recovery while maintaining equity and fiscal
sustainability.
INNOVATIVE CONCEPTS
The Franklin team brings experience evaluating innovative service delivery and revenue models across public-
sector and institutional settings, including privatized and hybrid systems, contract-based utilities, and public-
private enterprises. In prior engagements, the team has analyzed long-term service agreements and complex
cost recovery structures to clarify escalation provisions, operator compensation frameworks, and financial risk
allocation—equipping decision-makers with practical tools to assess long-term affordability and sustainability.
During her prior tenure with the City of Missoula, Emily Harris-Shears tested innovative approaches to
structuring incentives for developers and created cost-benefit analyses to illustrate the long-term cost and
policy benefits to the city and to the developer. In this Voluntary Incentives project, the first in Montana, Emily
created a titrated cash-in-lieu structure to allow developers to pay cash in exchange for development incentives
rather than setting-aside deed restricted units. This approach balanced immediate and long-term housing
production goals as well as considered the financial impact to the developer.
During Chase Haislip’s tenure at the New Orleans Regional Transit Authority, he led a comprehensive fare
restructuring analysis. This analysis included modeling the impact of innovative approaches like increasing fees
on lines primarily used by tourists, reducing fees for lines used primarily by residents and other fee structures
that upheld the project values and met financial goals.
For this effort, the Franklin team will apply that analytical framework to explore forward-thinking permitting fee
concepts. This may include tiered or demand-based pricing structures, complexity-scaled review fees, equity-
adjusted schedules, CPI-indexed adjustments, or performance-based recovery models. By benchmarking
innovative approaches against legal requirements, financial realities, and policy objectives, the team will ensure
that any proposed structure is financially defensible and strategically aligned with long-term operational goals.
City of Bozeman
Planning & Development
Permitting Fee Analysis
11
PROJECT EXPERIENCE
Louisiana Housing Corporation – Bond Recycling Research &
Recommendations, July 2024, Baton Rouge, LA
Client Name: Louisiana Housing Corporation (LHC)
Client Reference: Leslie Chambers, Chief Administrative Officer, 2415 Quail Drive, Baton Rouge, LA
70808, lchambers@lhc.la.gov, 225-763-8700
Key Project Staff: Emily Harris-Shears, Portia Johnson
Project Overview: Franklin provided strategic research and advisory support to the Louisiana Housing
Corporation (LHC) to identify innovative financial strategies aimed at expanding the volume cap of LHC’s
multifamily bond programs, with a specific focus on bond recycling approaches. The engagement included a
comprehensive review of program data, analysis of applicable federal and state laws, and research into bond
capacity strategies implemented in other states to inform practical and compliant recommendations tailored to
Louisiana’s housing finance structure.
Accomplishments: Franklin evaluated the legal and regulatory framework governing bond capacity, analyzed
how peer states structure and manage bond recycling initiatives, and developed strategic recommendations to
guide LHC’s consideration of a Bond Recycling Program. The team synthesized its findings into a detailed
memorandum outlining the data analysis, policy considerations, and recommended next steps for presentation
to LHC leadership and the Board of Directors.
City of Missoula, Montana – Short-term Rental Fee Study and Recommendations, June 2022- September
2023, Missoula, MT*
Client Name: City of Missoula
Client Reference: Montana James, Deputy Director, Community Development Division, 435 Ryman
St., Missoula MT, Jamesm@ci.missoula.mt.us, 406.552.6396
Key Project Staff: Emily Harris-Shears
*Work performed by Emily Harris-Shears prior to employment at Franklin Associates, during her tenure
with City of Missoula, Montana
Project Overview: Emily Harris-Shears worked with the City of Missoula’s Planning and Permitting
Departments to evaluate and revise the city’s Short-Term Rental Program permitting policy and fee structure.
Her work included reviewing existing policies, permitting data, and applicable Montana statutes, as well as
assessing prior landscape analyses to ensure recommendations reflected regulatory requirements and local
conditions. Emily facilitated community focus groups and a City Council Workgroup to understand stakeholder
concerns and operational realities and developed a revised fee structure that aligned permitting costs with
City of Bozeman
Planning & Development
Permitting Fee Analysis
12
program administration while preventing unintended taxpayer subsidy. She prepared reports and
presentations to support policy adoption and implementation.
Accomplishments: Through this engagement, Emily conducted detailed regulatory and financial analysis to
inform updates to the short-term rental permitting framework and identify structural budget imbalances. She
developed fee-for-service models evaluating impacts to both operators and taxpayers, facilitated stakeholder
and City Council discussions to build consensus, and produced public-facing reports and presentations that
supported adoption of the revised permitting policy and fee structure.
City of Missoula, Montana, Voluntary Incentives Program Design & Implementation, March 2021-April
2024, Missoula, MT*
Client Name: City of Missoula
Client Reference: Montana James, Deputy Director, Community Development Division, 435 Ryman
St., Missoula MT, Jamesm@ci.missoula.mt.us, 406.552.6396
Key Project Staff: Emily Harris-Shears
*Work performed by Emily Harris-Shears prior to employment at Franklin Associates, during her tenure
with City of Missoula, Montana
Project Overview: Emily Harris-Shears developed a comprehensive Voluntary Incentives Program for the City
of Missoula to promote partnership between the city and housing developers in advancing affordable housing
supply goals. The program was created following the State of Montana’s preemption of mandatory inclusionary
zoning, requiring the city to pursue alternative strategies to expand deed- and use-restricted housing. Emily
conducted fee and cost analyses, modeled incentive and set-aside scenarios, evaluated parking incentives and
reimbursement structures to determine financially viable approaches for both the city and developers. She also
facilitated focus and working groups and studied Cash in Lieu alternatives to provide flexible compliance
options, ultimately supporting development of a policy framework grounded in financial modeling and
stakeholder input.
Accomplishments: Through this effort, Emily developed and refined incentive and fee models aligned with
desired housing production outcomes, created a Cash in Lieu policy and associated fee structure, and
analyzed local and national data to inform program design. She translated technical modeling into policy
documents, memoranda, and public presentations, supporting City Council and stakeholder understanding
and advancing adoption of the Voluntary Incentives Program.
City of Bozeman
Planning & Development
Permitting Fee Analysis
13
Louisiana State University (LSU) - Operations and Services Assessment, August
2018 – April 2021, Baton Rouge, LA
Client Name: Louisiana State University (LSU)
Client Reference: Patrick Martin, Assistant Vice President, Real Estate, Public Partnerships, & Compliance –
LSU, Facility Services Building Baton Rouge, LA 70803, pmartin@lsu.edu, 225-578-6832
Key Project Staff: Chase Haislip
* Work performed by Chase Haislip at a prior firm.
Project Overview: While working at a prior firm, Chase Haislip developed a comprehensive, enterprise-wide
cost-of-service model for LSU’s facilities and infrastructure operations. The scope encompassed central plant
and utilities, skilled trades and maintenance, grounds and landscaping, parking and transportation services,
and self-insurance functions. Chase integrated accounting records, staffing data, asset inventories, and
operational workload metrics to establish a transparent and defensible cost allocation framework across all
service lines, strengthening financial clarity and decision-making.
Accomplishments: Through this engagement, Chase produced activity-based cost models linking
expenditures to measurable service outputs and developed a detailed parking utilization and revenue model
to assess demand, pricing, and fee sufficiency. He identified structural budget imbalances, recommended
revised fee structures and operational efficiencies, and positioned the facilities function to achieve a
balanced budget while maintaining service levels and improving financial transparency.
New Orleans Regional Transit Authority (RTA) – Fare Restructuring, April 2021 –
July 2022, New Orleans, LA
Client Name: New Orleans RTA
Client Reference: Dwight Norton, Chief Infrastructure Officer – New Orleans RTA, 2817 Canal Street New
Orleans, LA 70119, dnorton@rtaforward.org, 504-827-8338
Key Project Staff: Chase Haislip
* Work performed by Chase Haislip while serving as the RTA Director of Special Projects
Project Overview: While serving as the Director of Special Projects at RTA, Chase led a comprehensive fare
and cost-of-service analysis for a large urban transit system, evaluating both the cost of delivering transit
services and the efficiency of fare collection. The project included analysis of ridership data, fare media
performance, transfer patterns, and operational collection processes to inform development of a redesigned,
system-wide fare structure grounded in financial sustainability and rider accessibility.
Accomplishments: Chase developed data-driven fare scenarios that balanced equity, accessibility, and
revenue stability, including recommendations to eliminate transfer fees and express service surcharges and
expand reduced fares for seniors and youth. Chase also identified operational efficiencies in fare collection
that improved net fare revenues despite lower nominal fares and produced clear policy documentation to
support Board-level adoption of the revised fare structure.
City of Bozeman
Planning & Development
Permitting Fee Analysis
14
FIRM PROFILE
FRANKLIN ASSOCIATES, LLC
Company name: Franklin Associates, LLC (Franklin)
Locations from which services will be provided: Baton Rouge, LA (HQ);
Missoula, MT; Dallas, TX
Years in business: 20
Number of employees: 25
Ownership structure: Limited Liability Company
Franklin Associates, LLC (Franklin) is a full-service minority business enterprise (MBE) consulting firm based in
Baton Rouge, Louisiana, founded in 2005 by current firm president and company owner Perry Franklin. The
company has, since inception, been focused on Putting People First, assuring all solutions are based in making
sure all individuals have the appropriate access, information, and capacity to engage in and act on key
initiatives throughout our communities. Franklin has a senior team member residing in Missoula, where she
spent years working with municipalities to advance housing standards in the region. Because of this, Franklin
guarantees intentional communication efforts with an unmatched level of background knowledge and
understanding. Our approaches are infused with a focus on building open and honest communication
channels with municipalities and residents of each community in which the firm works. Franklin specializes in
advisory services, program management, and grant management for local, state, and federal clients.
Franklin has played pivotal roles in disaster recovery, resiliency planning, grant management, fee analysis,
housing policy development, and more. Franklin currently serves as a project management provider for the
Louisiana Housing Corporation and the City of West Monroe, Louisiana, and provides technical assistance to
the City of Philadelphia in support of its Hurricane Ida CDBG-DR housing programs, including policy
development, regulatory compliance, and grant management improvements aligned with HUD requirements
and long-term resilience goals. Since 2006, Franklin has supported the Louisiana Office of Community
Development Disaster Recovery (LA OCD-DR) through the roll out its CDBG-DR funding across 11 federally
declared natural disasters, including the most recent Hurricane Francine, by providing planning, case
management, program design, implementation, and outreach assistance.
As housing and community development experts, we will develop the tools and strategies necessary to deliver
solutions that are practical, equitable, and fiscally responsible, ensuring outcomes that serve both residents and
the municipality effectively. No matter how big or small the project is, Franklin commits the same effort and
care to each project on which we work.
Through the work of Emily Harris-Shears, the Franklin team brings direct Montana experience in municipal fee
analysis, cost modeling, and development policy design. While working in Missoula, Emily tested innovative
strategies, including conducting detailed fee-for-service evaluations that linked permitting revenues to actual
City of Bozeman
Planning & Development
Permitting Fee Analysis
15
administrative and operational costs, ensuring defensible cost recovery and minimizing unintended taxpayer
subsidy. Her work required close analysis of Montana statutes, local permitting data, and development
patterns, as well as facilitation of stakeholder and City Council discussions to translate technical financial
modeling into actionable policy decisions. In addition, she developed and tested incentive-based frameworks
grounded in financial feasibility analysis, balancing municipal budget realities with housing production and
community priorities. This experience reflects a practical understanding of Montana’s regulatory environment
and the application of rigorous, transparent fee analysis methods within a rapidly growing municipal context.
For nearly a decade, Franklin has partnered with the Louisiana Housing Corporation to advance housing
resilience and disaster recovery efforts across the state. Through supporting federally funded recovery
programs following major hurricanes and flood events, Franklin has helped stabilize rental housing, restore
multifamily developments, and strengthen housing systems in communities impacted by disaster, gaining an
intimate understanding of the unique housing challenges facing Louisiana’s urban, rural, coastal, and storm-
impacted regions.
Franklin’s work with LHC to evaluate bond recycling strategies reflects the firm’s broader role as a trusted
advisor on housing finance, resilience, and long-term program sustainability. In this engagement, Franklin
provided strategic research and analysis to identify innovative approaches to expand the volume cap of LHC’s
multifamily bond programs, conducting a comprehensive review of program data, applicable federal and state
legal requirements, and bond capacity models used in other states. The objective was to develop practical,
compliant strategies tailored to Louisiana’s housing finance framework. This effort builds directly on Franklin’s
longstanding partnership with LHC in supporting CDBG-DR, multifamily, and affordable rental housing
initiatives across the state. The bond recycling analysis leveraged that institutional knowledge to provide
actionable recommendations that align with LHC’s broader mission of expanding affordable housing access,
strengthening financial stewardship, and increasing resilience within Louisiana’s housing system.
City of Bozeman
Planning & Development
Permitting Fee Analysis
16
CBH CONSULTING AND ADVISORY GROUP, LLC
Company name: CBH Consulting and Advisory Group, LLC (CBH Group)
Locations from which services will be provided: New Orleans, LA
Years in business: 3
Number of employees: 1
Ownership structure: Limited Liability Company
CBH Group was founded in 2022 as a strategy consulting practice focused on the delivery of performance
improvement programs, grant management, technical advisory services, and transformative special projects to
universities and government agencies. Since its inception, CBH has provided advisory services to over a dozen
clients across the United States. CBH Group is currently working alongside Franklin Associates in the delivery of
asset management and surplus cash review services.
City of Bozeman
Planning & Development
Permitting Fee Analysis
17
OPERATIONAL CAPACITY
Franklin has more than a decade of experience supporting disaster recovery, housing resiliency, grant
management, and public-sector financial analysis initiatives across Louisiana and nationally. Since 2016, the
firm has served as a trusted partner on federally funded recovery and housing programs, providing technical
assistance, policy development, compliance support, financial modeling, and implementation guidance. This
sustained experience has positioned Franklin as a knowledgeable and reliable resource in navigating complex
regulatory environments and delivering practical, result-driven solutions.
The Franklin team typically manages 35–40 active projects at any given time, demonstrating both the depth of
client trust and the firm’s operational capacity. The team is structured to support concurrent engagements
through experienced project managers, subject matter experts, and internal coordination systems that ensure
consistent communication, schedule adherence, and quality control. With established processes, dedicated
leadership oversight, and a proven ability to manage multiple large-scale initiatives simultaneously, this team is
fully equipped to meet the proposed project timeline while maintaining the high level of rigor and
responsiveness expected by public-sector clients.
FAMILIARITY WITH THE CITY OF BOZEMAN
The proposed Project Manager and Subject Matter Expert for this project, Emily Harris-Shears, has a strong
understanding of the City of Bozeman’s municipal structure and housing landscape from previous collaboration
and offered technical assistance with Development Department staff, during her role as the City of Missoula’s
Senior Housing Policy Specialist. In addition to participating with City of Bozeman staff on the Montana
Housing Coalition board, Emily worked with staff to explore policy solutions and offered insight into planned
approaches, related to short-term rental policy and grant making strategies.
City of Bozeman
Planning & Development
Permitting Fee Analysis
18
PROJECT TEAM
City of Bozeman
Planning & Development
Permitting Fee Analysis
19
Project Advisor
Portia Johnson
Portia Johnson is a licensed attorney with 10 years of experience serving as a
policy advisor on housing-related disaster recovery and resiliency programs.
Due to her work with a myriad of state and federal relief programs, including
the recovery after the 2016 Louisiana flood events, the HUD-funded
resettlement of Isle de Jean Charles, LA residents, and an array of roles
involving local, state, and federal funds, Portia understands how to navigate
large-scale projects to deliver sound assistance to clients. In particular, she
works to bridge the gap between complex terminology and community
stakeholders and local municipalities, which has been her recent focus as the
Subject Matter Expert for City of West Monroe, LA’s housing grant management and implementation and
ongoing work as the Program Director for the Louisiana Infrastructure Technical Assistance Corporation
(LITACorp). In addition, she contributes an in-house legal perspective on the design and implementation of an
array of projects, including housing, transportation and infrastructure, using her knowledge of state and federal
processes to ensure compliance with regulations.
Subject Matter Expert and Project Manager
Emily Harris-Shears
Emily is a Montana-based senior housing and community development
professional with extensive experience supporting the design and
implementation of federally funded housing, disaster recovery, and resilience
programs. Through her work with state and local agencies administering
CDBG and CDBG-DR funding, she has developed strong expertise in applying
federal requirements to practical, compliant program delivery, including 2
CFR 200, fair housing, environmental review, and cross-cutting regulations.
Her work focuses on strengthening housing program operations through
policy and procedure development, procurement and compliance support,
and performance management.
Previously, as the City of Missoula’s Senior Housing Policy Specialist, Emily led development of a Voluntary
Incentives Program to advance housing supply goals and conducted a comprehensive short-term rental fee
and permitting policy analysis, integrating cost modeling, statutory review, and stakeholder input. Through this
experience and collaboration with regional partners, she developed a strong understanding of Montana’s
statutory framework, development environment, and housing policy considerations—an understanding she
continues to bring to her work today. Emily is recognized for providing clear technical guidance and
implementing complex housing initiatives in an efficient, equitable, and compliant manner.
City of Bozeman
Planning & Development
Permitting Fee Analysis
20
Senior Policy Analyst
Chase Haislip
Chase Haislip is a municipal finance and infrastructure advisory consultant with
over 10 years of experience leading cost-of-service analyses, fee structure
evaluations, and financial modeling initiatives for public agencies.
Chase is an accredited financial modeler, and he has been responsible for
building cost and budget models for over 50 governmental agencies
nationwide. His experience includes creating enterprise-wide cost allocation
models, developing interdepartmental budgetary frameworks, and creating
tools to evaluate internal and external fee and fare structures.
As the former Director of Special Projects at the New Orleans RTA, Chase developed a revenue and cost model
for Agency’s fare structure. Recommendations from this modeling exercise led to a reduction in fares for youth
and senior riders and an increase in overall fares for the Agency. While serving as an advisor to LSU, Chase built
an enterprise-wide financial model for the University’s infrastructure and facilities functions, which included
utilities, skilled trades, landscaping, and parking. The model was utilized to establish cost of service for each of
these functions and right size the budget and fees associated with their delivery.
He has extensive experience advising government agencies and public institutions and understands the fiscal,
operational, and political considerations associated with implementing changes to public fee structures.
Technical Writer
Andrew Santee
Andrew Santee has five years’ experience supporting CDBG-DR funded
housing programs, including recovery and resilience programs for the
Louisiana Housing Corporation, New York Homes & Community Renewal,
and the City of Philadelphia Division of Housing and Community
Development. He continues his work with New York and Philadelphia,
assisting with developing program policies and procedures for CDBG-DR
funded housing programs. Andrew also works as a Program Advisor for the
City of West Monroe, LA, assisting in developing program policies for the
city’s housing programs. As a Housing Manager with LHC, he assisted with
creating rental program policies and procedures for five of LHC’s CDBG-DR
funded rental programs. He also serves as the Project Manager for the Louisiana Infrastructure Technical
Assistance Corporation program, where he assists localities in seeking federal funding associated with the
Infrastructure Investment and Jobs Act. Andrew has created and executed community engagement strategies
for several federal and state projects that involved working closely with community stakeholders to disseminate
program information.
City of Bozeman
Planning & Development
Permitting Fee Analysis
21
Research Analyst
Mallory Collier
Mallory Collier has six years of experience in a variety of project support
roles. Her experience includes policy development for CDBG-DR funded
housing programs, program outreach and communications, and grant
research. She currently supports the Louisiana Office of Community
Development- Disaster Recovery and the Louisiana Housing Corporation
with the implementation and management of CDBG-DR funded programs.
Mallory also works on the Louisiana Infrastructure Technical Assistance
(LITACorp) Program, where she leads outreach with Louisiana municipalities,
develops grant strategies, researches and recommends grant opportunities,
and supports grant writers in developing competitive grant applications. In
her work with East Baton Rouge, LA’s Office of Community Development (EBR-OCD) she developed policies,
guidance, and internal monitoring materials to support the Home Rehabilitation Recertification Program and
led applicant communication to facilitate document collection. She is self-motivated and excels in her attention
to detail, strong communication, research, and organizational skills.
EXPERIENCE OVERVIEW
Portia Johnson is a licensed attorney with ten years of experience serving as a policy advisor on housing-related
disaster recovery and resiliency programs. Due to her
work with a myriad of state and federal relief programs,
including the recovery after the 2016 Louisiana flood event, the HUD-funded resettlement of Isle de Jean Charles, and an array of roles involving CDBG-DR funds,
Portia understands how to navigate large-scale projects
to deliver sound assistance to clients. In particular, she works to bridge the gap between complex terminology and community stakeholders and local municipalities,
which has been her recent focus as the Subject Matter
Expert for City of West Monroe’s housing grant management and implementation and ongoing work as the Project Lead for the Louisiana Infrastructure Technical
Assistance Corporation (LITACorp). She contributes an in-
house legal perspective on the design and
implementation of an array of projects, including housing, transportation and infrastructure, by using her knowledge of state and federal processes to ensure compliance with regulations.
EXPERIENCE
Program Director, Louisiana Housing Corporation (LHC), October 2025 – Present
• Oversees direct staff and team of subcontractors executing tasks for disaster recovery and resiliency housing programs.
• Provides technical assistance and subject matter expertise to the LHC recovery housing programs.
Subject Matter Expert, City of West Monroe MAD Grant Management and Implementation,
September 2025 – Present
• Provides technical assistance and subject matter expertise on the development & implementation of
the CDBG funded Make a Difference (MAD) Grant Housing Programs.
• Researches and develops procedures and tools related to Homeowner Rehabilitation and Homebuyer
Assistance Programs.
• Supports the facilitation of planning, public and quarterly update meetings.
• Provide advisory assistance with the creation of financial tracking and reporting tools, marketing materials.
Program Director, City of Baton Rouge Office of Community Development, Resilient
Communities Infrastructure Program
in
Portia Johnson, Esq., PMP
Project Advisor
EDUCATION
• Juris Doctor, Cum Laude, Southern
University Law Center, Baton Rouge, LA,
May 2015
• BA, Sociology, Louisiana State
University, Baton Rouge, LA, August
2008
CERTIFICATIONS AND
PROFESSIONAL AFFILIATIONS
• Project Management Professional – PMP Certification #4193946
• Bar Admission, State of Louisiana, May
2016
Technical Assistance, August 2025 – Present
• Provides technical assistance to the city regarding Office of Community Development – Disaster Recovery’s Resilient Communities Infrastructure Program application requirements and CDBG-DR general requirements.
• Acts as facilitator between the city and LOCD-DR for project discussions and decision-making.
Senior Policy Advisor, LHC, Development of Piggyback Resilient Mixed-Income Program (PRIME-
4) NOFA Development, October 2025 – December 2025
• Led drafting of the Notice of Funding Availability for $20M of CDBG-DR funds for the development of large
multi-family housing.
• Advised on requirements of the applicable Federal Register Notices, HUD, state and local regulations and
guidelines.
• Facilitated discussions and decision-making between the LHC and the LOCD-DR.
Subject Matter Expert, HUD CDBG-DR Problem Solving Clinic, 2024
• Led training session on resilient affordable rental housing programs at HUD’s national Problem-Solving
Clinic for all CDBG-DR grantees throughout the country and participating as an expert for one-on-one sessions with grantees.
Project Lead and Subject Matter Expert, Florida Commerce, Hurricane Sally CDBG-DR Program,
April 2024 – Present
• Provides technical assistance and program implementation guidance for CDBG-DR housing, infrastructure,
economic development and revitalization and buyout programs to State and eligible subrecipients, including various counties, cities and the Florida Housing Finance Agency.
• Develops and delivers CDBG-DR training for contractors and subrecipients.
Project Lead, New York Housing Trust Fund, Office of Resilient Homes and Communities (RHC),
July 2024 – Present
• Provides technical assistance to RHC and its subrecipients for implementation of its CDBG-DR-funded
Hurricane Ida Recovery programs, including homeowner recovery, rental property recovery assistance and economic development activities.
• Oversees development of various CDBG-DR and program-specific policy manuals and standard operating
procedures.
Project Lead, Louisiana Infrastructure Technical Assistance Corporation (LITACorp), August
2023 – Present
• Oversees community outreach and technical assistance to rural and economically distressed communities
throughout Louisiana needing additional capacity to apply for and manage grant opportunities funded by
the Infrastructure Investment and Jobs Act (IIJA).
• Developed TA Grant Guide for localities that outline how to apply for a variety of IIJA funding, which includes
federal funding from DOT, EPA, DOE, NOAA, FEMA, and HUD.
• Coordinating with state agencies in charge of various IIJA funding to ensure that localities are utilizing best practices and guidance when applying for IIJA funding administered at the state level.
• Provide grant writing services to local governments to successfully apply for IIJA funding.
Project Lead, Isle de Jean Charles Resettlement Project, State of Louisiana OCD-DR, May 2024
– March 2025
• Drafted the State’s CDBG-NDR Substantial Action Plan Amendment describing the State’s resettlement
activities including the development of a fund for providing housing assistance to relocated residents and
how the activities meet national objectives.
• Developed of the Sustainability Plan detailing how the identified fund will be used to financially support resettled households and how the fund will be administered.
• Organized and documented residential and public meetings and drafted responses to public comments.
Project Lead, LHC, May 2022 – July 2023
• Led the drafting and publication of the 2024 Qualified Allocation Plan for the administration of federal low-income housing tax credits.
• Set priorities for the development of affordable housing with a focus on expanding diversity, as well as
spearheaded the research and inclusion of critical eviction prevention and low-barrier tenant screening policies.
• Principal to the drafting and presentation of three-year strategic plan to the LHC Board of Directors
integrated with data strategies and technology to clearly report on success and accurately measure progress.
• Authored internal Contract Management Policy.
• Updated LHC’s Procurement and Record Retention policies as well as creating an internal Contract Management policy.
• Instituted notice and enforcement mechanisms regarding required tenant selection plans conforming to U.S.
HUD guidelines by multifamily development owners and managers.
• Presented at various community outreach meetings and on a panel for a national webinar on criminal background screenings and reintegration for Vera Institute of Justice.
• Assisted in the creation and adoption of a policy for the conversion of rental units originally funded by federal tax credits to be sold for affordable homeownership opportunities.
Senior Policy Advisor, LHC, May 2022 – July 2023
• Participated in multiple visits to the Louisiana federal delegation to educate members on critical legal and
policy issues relevant to the administration of project-based vouchers and the Low-Income Home Energy and Water Assistance programs (LIHEAP and LIHWAP).
• Supported the development for programming of Community Development Block Grant-Disaster Recovery
funds delegated to the Corporation for administration.
Senior Policy Advisor, Rental Restoration and Development Program, LHC, June 2022 – July
2023
• Assisted with the design and launch of this recovery program for rehabilitation and new construction of
one-to-seven-unit structures.
• Drafted action plan amendments and the Notice of Funding Availability, and participated in public meetings, outreach, application development and program management.
Senior Policy Advisor, Piggyback Resilient Mixed-Income (PRIME 2) Program, Louisiana Housing
Corporation, June 2022 – October 2022
• Assisted with the design and launch of this complex recovery program for the rehabilitation and new construction of large multifamily structures designed to the most advanced resiliency standards, including
participation in drafting of Notice of Funding Availability, public meetings, and outreach.
Senior Policy Advisor, The Rural Rental Rehab Program, Louisiana Housing Corporation, April
2023 – July 2023
• Assisted with the design and launch of this recovery program for the rehabilitation of medium to large
multifamily structures with existing USDA §515 financing, which included participation in drafting of Notice
of Funding Availability, public meetings, and outreach.
Senior Policy Advisor, Middle Market Loan Program, Louisiana Housing Corporation, May 2023
– July 2023
• Assisted with the design of this complex recovery program for the new construction of multifamily structures
in affected areas.
Senior Policy Advisor, HOME-ARP, Louisiana Housing Corporation, April 2023 – June 2023
• Assisting with design and implementation structure to begin expenditure of allocated HOME-ARP funds for
the acquisition and development of non-congregate shelters.
Senior Policy Advisor, Neighborhood Landlord Rental Program, Louisiana Housing Corporation,
January 2023 – July 2023
• Assisted with program management to track expenditures and draft communication to individual borrowers regarding impending LHC and HUD deadlines.
Attorney, LA Office of Community Development, February 2016 – May 2022
• Contributed in-house legal perspective in the design and implementation of multiple programs, primarily housing, focusing on compliance with federal and state laws and regulations, promoting flexibility while delivering successful program completions.
Attorney/Senior Advisor, Small Rental Property Program, LA Office of Community Development,
February 2016 – May 2022
• Designed process efficiencies balanced with protecting the state’s interest and program integrity; provided overall quality control through management transitions; communication with constituents and stakeholders
in program enforcement; annual interaction with legislative auditor to correct reporting systems and avoid
record keeping findings.
• Instituted and completed individual loan file investigations resulting in teaming with HUD-OIG on antifraud, waste and abuse measures and multiple federal enforcement actions.
• Mitigated exposure for multi-million-dollar ineligible expenditure finding associated with lack of fiscal controls in the original program development and implementation.
• Managed two contracted law firms in several program-specific litigation matters.
Attorney/Advisor, National Disaster Resilience Program – LA SAFE: Isle de Jean Charles
Resettlement, LA Office of Community Development, January 2018 – May 2022
• Participated in numerous outreach activities in Terrebonne Parish to inform program development.
• Advised on and participated in drafting of several iterations of program policies, procedures, and other
guidelines.
• Drafted assistance agreements and associated legal documents.
• Managed contracted law firm in the provision of legal services to LMI applicants.
Attorney/Advisor, 2016 Floods Restore Louisiana Resettlement Programs, LA Office of
Community Development, January 2017 – May 2022
• Participated in the design and initial implementation including creation of action plan, policy, and program
documents and NOFAs, as well as assistance with policy and procedures documents and ensuring
compliance of federal acquisition restrictions and the Uniform Relocation Assistance and Real Property Acquisition Act and individual file solutions for two resettlement communities.
• Prepared official OCD memoranda to HUD seeking policy interpretation technical assistance, waivers, and
alternative processes.
• Managed contracted law firm in the provision of legal services to LMI applicants.
Attorney/Advisor, Community Development Block Grant – Mitigation; Louisiana Watershed
Initiative Statewide Buyout Program, LA Office of Community Development, July 2019 – April
2022
• Participated in the design and initial implementation including creation of action plan, policy, and program documents.
EMPLOYMENT HISTORY
Franklin Associates, LLC, Vice President of Disaster and Grant Management, August 2023 – Present
Louisiana Housing Corporation, Policy Director, May 2022 – July 2023
Louisiana Office of Community Development, Attorney, February 2016 – May 2022
EXPERIENCE OVERVIEW
Emily is a senior housing and community development
professional with extensive experience supporting the
design and implementation of federally funded housing, disaster recovery, and resilience programs. Through her work with state and local agencies administering CDBG and CDBG-DR funding, she has developed strong
expertise in applying federal requirements to practical,
compliant program delivery, including 2 CFR 200, fair housing, environmental review, and cross-cutting regulations. Her work focuses on strengthening housing
program operations through policy and procedure
development, procurement and compliance support, and performance management. Emily regularly collaborates with agency staff and partners to develop implementation
tools, support homeowner and rental housing initiatives,
and improve program consistency and accountability. She is recognized for her ability to provide clear technical guidance, support staff training, and help agencies implement complex housing and recovery programs in an efficient, equitable, and compliant manner.
EXPERIENCE
Senior Project Manager, City of West Monroe, September 2025 – Present
• Provides technical assistance and subject matter expertise on the development & implementation of the CDBG funded Make a Difference (MAD) Grant Housing Programs. o Researches and develops procedures and tools related to Homeowner Rehabilitation and
Homebuyer Assistance Programs. o Develops outreach and marketing materials and facilitates public meetings. o Manages grant reporting and compliance with the Louisiana Office of Community Development – Local Government Assistance. o Oversees program budgets and key performance indicators.
Senior Project Manager, East Baton Rouge Public Housing Authority (EBRPHA) and Partners
Southeast (PSE), January 2025 – Present
• Conducts research and develops updated policies, procedures, application materials and training tools for organizational procurement practices. o Incorporating 2 CFR 200 changes and other relevant rules and regulations. o Training organization staff on updated rules and administering procurement cycles.
Senior Specialist, City of Philadelphia Department of Housing & Community Development
(DHCD), November 2024 – Present
• Provides technical assistance and subject matter expertise to the DHCD on the development &
implementation of the CDBG-DR-funded Ida Disaster Recovery & Rehabilitation program for homeowners. o Working collaboratively with city staff and project stakeholders to develop program policies and procedures and implementation tools. o Providing research and recommendations related to project design, cross-cutting federal
regulations, award agreements, fair housing and addressing environmental hazards.
Emily Harris-Shears, MSW
SME and Project Manager
_____________________________
EDUCATION
• MSW, Policy/Administration/Community
Emphasis, Arizona State University, Tempe, Arizona
• BS, Social Work, Northern Arizona
University, Flagstaff, Arizona _____________________________
CERTIFICATIONS AND
PROFESSIONAL AFFILIATIONS
• Certified Fair Housing Specialist
• Certified Low Income Housing Tax Credit Specialist
Project Advisor, New York State Office of Resilient Homes & Communities (RHC), July 2024 –
Present
• Provides technical assistance and subject matter expertise to the RHC on the development & implementation
of the CDBG-DR-funded Ida Homeowner Repair & Reimbursement program. o Researched and created procedures and tools related to the Uniform Relocation Act, Affirmative Marketing and Outreach practices and program intake procedures.
Senior Project Manager, Louisiana Housing Corporation (LHC), May 2024 – Present
• Provides technical assistance and subject matter expertise to the LHC on CDBG-DR-funded affordable rental
housing programs including the Neighborhood Landlord Rental Program.
• Oversees team developing policies and procedures and executing compliance and monitoring tasks for
housing programs.
• Oversees team conducting annual Surplus Cash Reviews for the CDBG-DR funded Multifamily Housing portfolio.
• Researched and proposed approaches to Bond Recycling.
• Developed educational materials including a policy brief to expand stakeholder knowledge including the LHC Board of Commissioners on Low-Income Housing Tax Credit funding structures, cost containment and best practices in affordable housing development.
Senior Project Manager, Florida Commerce Hurricane Sally CDBG-DR Program, May 2024 –
Present
• Provides technical assistance and program implementation support on CDBG-DR housing, infrastructure, economic development and revitalization and buyout programs and assists in preparation of CDBG-DR
training materials for contractors and subrecipients. o Conducted research and provided guidance to the City of Pensacola regarding implementation of changes to 2 CFR 200, effective October 1, 2024.
Adjunct Instructor, School of Social Work, University of Montana, 2022 – Present
• Teaches public policy courses to enhance and deepen social work students’ exploration of and relationships
to social policy.
Senior Housing Policy Specialist, City of Missoula, 2020 - 2024
• Implemented strategies adopted in the city-wide housing policy, A Place to Call Home.
• Advised senior leadership and community stakeholders on best practices, market needs and funding approaches.
• Facilitated Fair Housing education and consumer-facing support.
• Collaborated with HUD program staff to leverage resources and maximize impact.
• Reviewed project proposals in accordance with underwriting standards to assess feasibility across the
lifetime of a project. Provided technical assistance to developers and made recommendations to funders,
senior leadership and City Council and supported project delivery.
• Developed a comprehensive Voluntary Incentives Program to promote development of development of deed
and use restricted housing supply.
• Created a Cash-in-Lieu program to incentivize broader engagement and participation from housing developers.
• Conducted policy and fee analysis for the Short-Term Rental program, to inform licensing reform.
• Developed and implemented a community process for seating an Affordable Housing Resident Oversight Committee that reflects the racial and economic diversity of Missoula.
• Managed budget of $1.8M, annually.
• Worked collaboratively with a broad range of stakeholders including impacted residents to understand priorities for design and implementation of housing policies.
• Partnered with housing developers to identify building incentives and support navigating the permitting
and approval processes.
• Provided capacity building support to elected officials, grantees, developers, and other stakeholders
• Managed dedicated affordable projects between for-profit developers and the city.
Senior Manager, Capacity Building & Grantmaking, Building Changes, 2017 - 2020
• Partnered with stakeholders to develop and implement grants totaling $5M annually, targeted to impact
families experiencing houselessness.
• Provided focused technical assistance to local municipal government on HUD funding alignment, crisis response system barriers and reduction strategies to increase access and positive housing outcomes.
• Led learning collaborative to elevate promising practices for McKinney-Vento Liaisons and housing providers serving students experiencing homelessness.
• Provided consultation/training/capacity building to nonprofits, government and philanthropic partners on
emerging and evidence-based practices for Shelter Diversion, Rapid Re-Housing and Coordinated Entry. Served on Snohomish County’s Partnership to End Homelessness Continuum of Care Board and subcommittees including the Data Analysis Committee and the Youth Homelessness Demonstration Project
Initiative Team as a representative of philanthropy.
• Represented funders on the King County Coordinated Entry Policy Advisory Committee.
Program Coordinator, Emergency Solutions Grant (ESG), Indiana Housing Community
Development Authority, 2015 - 2017
• Coordinated application process and oversaw funding allocations of over $3 million to ESG subrecipients
across the Indiana Balance of State Continuum of Care.
• Designed Provider Learning Collaborative model implementing Rapid Re-housing evidence-based best
practices.
• Initiated and delivered $1,150,000 annual partnership with agency administering Temporary Assistance to Needy Families (TANF) to increase investment of Rapid Re housing and Homelessness Prevention services.
• Monitored funded programs and provided technical assistance to award sub-recipients through 1:1
interaction, webinar-based training opportunities and engagement in community forums.
• Created and monitored policies in alignment with Homeless Emergency and Rapid Transition to Housing (HEARTH) regulations and goals of the US Interagency Council on Homelessness Opening Doors Strategic
Plan.
Program Director, Coordinated Entry and Rapid Rehousing, Catholic Community Services, 2012
- 2015
• Designed and implemented three unique, county-wide housing programs resulting in permanent housing
outcomes for hundreds of people experiencing homelessness annually.
• Coached and developed program staff in emerging service delivery models.
• Maintained program operating budget of $2.2 million, consisting of multiple federal funding sources.
• Developed and maintained strong working relationships with community partners, consumers and elected officials through presentations, task force participation and creation of population-specific advisory groups.
EMPLOYMENT HISTORY
Franklin Associates, LLC, Senior Project Manager, May 2024 – Present
University of Montana, Adjunct Instructor, December 2022 – Present
City of Missoula, Senior Housing Specialist, October 2020 – May 2024
Building Changes, Senior Manager Capacity Building & Grantmaking, April 2017 – October 2020
Indiana Housing Community Development Authority, Program Coordinator of Emergency Solutions Grant (ESG),
July 2015 – March 2017
Catholic Community Services, Program Director of Coordinated Entry and Rapid Rehousing, February 2012 – June 2015
CONTINUING EDUCATION / COMMUNITY EXPERIENCE
• Housing Policy & Ethics Continuing Education Class for the Baton Rouge chapter of the National Association of Social Workers, November 2024
• Conference Host Selection Committee, Yes in My Backyard (YIMBY) Town, 2024
• YWCA of Missoula Board Member, March 2024-Present
• Montana Housing Coalition Board Member, January 2024-June 2024
• NYU Furman Center Local Housing Solutions Policy Cohort, June 2022-January 2023
• Fair Housing Specialist Certification, March 2023-Present
• Certified Tax Credit Specialist, National Center for Housing Management, October 2021 – present
• Grounded Solutions Network Shared Equity Housing Course, October 2021
• Housing and Economic Development Learning Cohort, Funders Together to End Homelessness, 2017-2019
• Affordable Housing Development Leadership Cohort, King County Housing Development Consortium, 2018
Chase Haislip
Senior Policy Analyst
EXPERIENCE OVERVIEW
Chase is a government and infrastructure advisory
consultant with over 10 years of experience assisting
clients with the delivery of strategic reviews, project delivery, organizational realignments, and performance improvement programs. He specializes in the
development and implementation of Strategic Plans for
major projects, programs, and initiatives. Chase has
extensive experience assisting government agencies in the State of Louisiana. His experience ranges across a variety of sectors and includes the delivery of a new
utilities system for a major Louisiana university, the
implementation of an Agency-wide HR and Finance software platform for a New Orleans transit system, and a communications review for a Louisiana State agency.
EXPERIENCE
Grant Writer, Louisiana Infrastructure Technical Assistance Corporation (LITACorp), March 2024
– Present
• Assisted numerous local Towns, Villages, and Parishes within the State of Louisiana in the completion of Delta Regional Authority Community Infrastructure Fund (“DRA CIF”) grant applications.
• Provided grant assistance included project/budget/schedule assistance, developing draft responses to DRA CIF questionnaire, serving as a project manager for the locality for the completion of the grant, and liaising with local businesses, nonprofits, and politicians for the authoring of key letters of support for the project.
Program Advisor, Isle de Jean Charles Resettlement, State of Louisiana OCD-DRU, 2024 –
Present
• Writing the State’s CDBG-NDR Substantial Action Plan Amendment describing the State’s resettlement activities including the development of a fund for providing housing assistance to relocated residents and how the activities meet national objectives.
• Developing the Sustainability Plan for a five-year fund that explains how the fund will be used to financially support resettled households and how the fund will be administered.
Communications Strategist, Louisiana DCFS, September 2023 – March 2024
• Served as a member of the strategic communications team for Louisiana Department of Childhood and
Family Services (“DCFS”).
• Assisted Louisiana DCFS with the development of a Faith-Based and Non-Profit Recruitment Strategy. The
Strategy included mission, vision, and goals, metrics and criteria for success, an analysis of nationwide best
practices, and an assessment of Louisiana DCFS’ current practices for recruitment of foster caregivers
through partnerships with faith-based and non-profit institutions. The Strategy also includes tactical steps, a schedule, and roadmap for improving recruitment through (1) the development of new recruitment materials, (2) internal process improvements related to data collection and outreach, and (3) aligning
internal recruitment goals with goals outlined in the Strategy.
• Assisted Louisiana DCFS with the development of a Staff Recruitment and Retention Campaign by performing an assessment on internal communication strategies within the Child Welfare Division. The
EDUCATION
• Bachelor of Arts in History – University of North Carolina, Chapel Hill, 2013
CERTIFICATIONS AND
PROFESSIONAL AFFILIATIONS
• SERIES 79
• Accredited Financial Modeler
assessment included a comprehensive review of all internal communications tools, tactics, and messaging, as well as tangible recommendations for internal communications improvements. The recommended improvements were prioritized within a strategic roadmap for implementation.
Oracle Enterprise Resource Management System Implementation and Standard Operating
Procedures Development, New Orleans RTA, May 2023 – Present
• Served as a Project Manager for the implementation of a new Oracle Enterprise Resource Management (“ERP”) System for the New Orleans RTA and assisted with the development of updated Standard Operating
Procedures (“SOP”) associated with the new ERP System.
• New Orleans RTA’s existing ERP system consisted of five disparate software systems which were not integrated, leading to administrative inefficiencies, and inconsistent data across the Finance, HR, and Operations Departments. The RTA had not implemented a new full-scale ERP system for over 20 years.
• Chase was contracted to (1) refine the existing strategy and roadmap for system implementation, (2) provide project management support during implementation, (3) assist Departments in articulating requirements associated with the new system, (4) manage the integration of the new ERP system with legacy technology,
(5) manage the cleanup and transfer of RTA data to the new system, and (6) assist the RTA in developing
updated standard operating procedures associated with the new system.
• The ERP system was implemented in October 2023 and has led to efficiency gains within the organization.
Operations and Services Assessment - Project Lead, LSU, October 2018 – April 2021
• Served as the Project Lead for Louisiana State University’s Operations and Services Assessment (“UOSA”), an initiative to evaluate operations for campus functions and identify strategies for service improvement.
• Assisted University leadership with formalization of mission and goals for the Assessment.
• Delivered project roadmap, schedule, and strategic plan, coordinated stakeholder management, and delivered communication strategy for the Project.
• Led the development of operational improvement recommendations, where recommendations provide
substantial cost savings and enhancements in levels of service.
• Managed implementation of improvement opportunities including the procurement of a modernization of the Utilities Infrastructure through a public private partnership, implementation of the Campus Mobility Plan,
and delivery of improvements in maintenance data to measure key performance indicators.
Director of Performance Improvement, Special Projects, and Internal Audit, New Orleans
Regional Transportation Authority, April 2021 – July 2022
• Led the internal assessment and delivered a strategic roadmap for the enhancement of the Authority’s
policies and procedures after the agency transitioned from a private agency to a public agency.
• Performed internal audits and compliance certifications for the Authority, including assessing and recommending organizational and performance enhancements for key operational departments.
• Managed the Authority’s effort to strategically reduce fares for seniors and youth riders for the bus,
streetcar, and ferries. Despite lowering fares for over a quarter of riders, the Authority was able to increase fare revenue due to increased ridership and engagement with local community groups and non-profits.
EMPLOYMENT HISTORY
Franklin Associates LLC, Grant Writer, March 2024 – Present
CBH Consulting and Advisory Group, Principal/Founder, July 2022 – Present
New Orleans Regional Transportation Authority, Director of Performance Improvement, Special
Projects, and Internal Audit, April 2021 – July 2022
KPMG, Infrastructure Advisory Director, October 2018 – April 2021
Wells Fargo, Public Finance Associate, July 2013 – November 2016
EXPERIENCE OVERVIEW
Andrew Santee is a Senior Project Manager with
experience working on CDBG-DR funded housing
programs, including hurricane recovery for the Louisiana
Housing Corporation, New York Homes & Community Renewal, and the City of Philadelphia Division of Housing and Community Development. He continues his work with
New York and Philadelphia, assisting with developing
program policies and procedures for CDBG-DR funded housing programs. Andrew also works as a Program Advisor for the City of West Monroe, assisting in
developing program policies for the city’s housing
programs. As a Housing Manager with LHC, he assisted with creating rental program policies and procedures for five of LHC’s CDBG-DR funded rental programs. As the
Project Manager for LHC’s Village de Jardin Remediation
and Relocation Project, he coordinated the temporary
relocation of 38 households impacted by water damage by ensuring vendors and remediation contractors were secured within budget. He also serves as the Project
Manager for the Louisiana Infrastructure Technical
Assistance Corporation program, where he assists localities in seeking federal funding associated with the Infrastructure Investment and Jobs Act. Andrew has
created and executed community engagement strategies
for several federal and state projects that involved working closely with community stakeholders to disseminate program information.
EXPERIENCE
Program Advisor, City of West Monroe Make A Difference (MAD) Grant TA, August 2025 - Present
• Assists in the creation of program policy manuals and SOPs for both the Homebuyer Assistance Program
and Homeowner Rehabilitation Program.
• Develops systems for tracking the status of applicants and program participants, and for monitoring
program finances, and develops program report templates.
Program Advisor, East Baton Rouge Office of Community Development, Resilient Communities Infrastructure Program, August 2025- Present
• Provides technical assistance for the East Baton Rouge Office of Community Development’s work funded
through the Resilient Communities Infrastructure Program.
• Develops NOFA for EBR’s Neighborhood Food Access Program, reviews applications for eligibility, and wrote public-facing and applicant-facing communications.
Andrew Santee, MBA, MS, PMP
Technical Writer
EDUCATION
• MBA, Indiana University, 2023
• MS, Indiana University, 2023
• BS, United States Military Academy at
West Point, 2012
CERTIFICATIONS AND
PROFESSIONAL AFFILIATIONS
• Project Management Professional – PMP Certification #4209441
• IS-102.C: Preparing for Federal Disaster
Operations
• IS-321: Hurricane Mitigation Basics for Mitigation Staff
• IS-322 Flood Mitigation Basics for
Mitigation Staff
• IS-403: Introduction to Individual
Assistance
Program Advisor, City of Philadelphia Department of Housing & Community Development
(DHCD), November 2024- Present
• Provides technical assistance on the development and implementation of the City’s CDBG-DR funded
housing programs, including the Disaster Recovery and Rehabilitation Program, by developing policies and
procedures and program materials.
Program Advisor, New York Homes & Community Renewal, Hurricane Ida CDBG-DR Program,
August 2024 - Present
• Provides technical assistance for the Ida Home Repair and Reimbursement program by reviewing the program policy manual, developing Subrecipient SOPs, developing templates for program materials, leading trainings, and assisting subrecipients with program implementation.
Program Advisor, FloridaCommerce, Hurricane Sally CDBG-DR Program, April 2024 - Present
• Provides technical assistance and program implementation support by reviewing, compiling, and analyzing program regulations and requirements for CDBG-DR housing, infrastructure, economic development and revitalization and buyout programs.
Housing Manager, Louisiana Housing Corporation (LHC), February 2024 – Present
• Assists with the development of the NOFA for LHC’s CDBG-DR funded multifamily rental program PRIME 4
• Leads work to create a comprehensive financial dashboard encompassing funding from all of LHC’s CDBG-
DR programs
• Assists with the creation of an Asset Management handbook to be used for all LHC asset management work, and writes SOPs and provides training on the completion of surplus cash reviews
• Assists with creation of affordable rental housing program policies and procedures for five of LHC’s CDBG-DR funded rental programs including three CDBG-DR LIHTC funded programs, Rural Rental Rehabilitation Program, and Middle Market Loan Program.
• Provides technical assistance with ongoing implementation, compliance, and monitoring of LHC’s CDBG-DR
funded Neighborhood Landlord Rental Program.
Program Advisor, Isle de Jean Charles Resettlement, State of Louisiana OCD-DRU, February
2024 – Present
• Writing the State’s CDBG-NDR Substantial Action Plan Amendment describing the State’s resettlement
activities including the development of a fund for providing housing assistance to relocated residents and how the activities meet national objectives.
• Developing the Sustainability Plan for a five-year fund that explains how the fund will be used to financially
support resettled households and how the fund will be administered. Project Manager, Louisiana Infrastructure Technical Assistance Corporation (LITACorp), June
2023 – Present
• Manages project staff to provide technical assistance for IIJA-funded competitive grants to Louisiana
localities.
• Monitors project budget, manages grant writer assignments, oversees the creation of work orders, facilitates
client meetings, and provides reporting on project status to the client.
• Assisted in the creation and implementation of policies and procedures for the project’s entire life cycle from identifying leads conducting technical assistance, to grant application and management of the subsequent award.
• Leads discovery meetings with rural municipality leaders to identify needs and priorities when referencing potential infrastructure projects in their communities.
• Identifies applicable Infrastructure Investment and Jobs Act (IIJA) grant opportunities to fund projects based
on the needs and priorities of each municipality.
• Serves as a Grant Manager for assigned municipalities, assisting local government personnel through the grant process.
Project Manager, ARPA EBR Stormwater Repairs Call Center Project, EBRP, March 2022 -
Present
• Executed a community engagement strategy to provide information regarding ongoing maintenance.
• Developed materials for distribution to the public; works closely with project team to provide accurate and timely information.
• Created and manages a process and hotline through which the public gained access to project-specific
information.
Project Manager, Village de Jardin Emergency Relocation Project, November 2022 – July 2023
• Coordinates the temporary relocation of 38 households impacted by water damage resulting from fire-
fighting efforts in one unit of a senior housing apartment complex, including managing the hotel vendor,
moving vendor, storage unit vendor, remediation contractor, and put back contractor.
• Manages the overall budget for effort, inclusive of stipend process development and deployment as well as ensuring residents’ concerns and questions were addressed throughout the project.
• Provides daily reports to LHC leadership on construction progress.
Project Manager, LA 415 Connector Project, DOTD, October 2022 – December 2022
• Created and executed a community engagement strategy to disseminate information to the public;
developed materials to be distributed to the public; worked closely with project team to align
communications with project goals.
• Coordinated and oversaw public meetings to distribute information to stakeholders and the public; disseminated information via eblast, email, and face-to-face conversation.
• Documented process in compliance with federal NEPA requirements tied to environmental studies.
Project Manager, Just Imagine SWLA, Community Foundation Southwest Louisiana, November
2021 – July 2022
• Implemented overall public outreach strategy for a regional resilience master plan; disseminated and
gathered information from community.
• Developed and led an ambassador program that helped to collect feedback from the public, inclusive of
topic-specific training to participants; developed and deployed surveys used to gain community input;
analyzed and presented information to help in decision-making.
• Coordinated nine public meetings across Southwest Louisiana; promoted meeting attendance and project participation through eblasts, social media, and grassroots efforts.
Project Coordinator, Various Projects, Franklin Associates, September 2021 – November 2022
• Assisted in implementing public outreach strategy for projects including MOVEBR, EBR Stormwater Master Plan, the I-10 Widening Project, and the Belle Chasse Bridge and Tunnel Replacement Project.
• Assisted in coordinating and executing public meetings throughout Baton Rouge and South Louisiana.
• Compiled reports on public commenting and meeting attendance; developed social media content.
Battalion Planner, United States Army, February 2017 – October 2019
• Led a planning cell of four managers to coordinate training and operations for 519 soldiers in Korea.
• Developed and issued a movement plan for 519 soldiers and over 100 military vehicles by air, rail, and ground in a foreign country, resulting in all equipment and personnel arriving safely and on schedule.
• Led an advance deployment party; managed a cross-functional team of 12 officers.
• Planned numerous large-scale operations, including exercises with multiple external units and agencies.
• Implemented systems to drive timely planning and ensure cross-coordination with all battalion departments.
• Mentored junior officers, ultimately resulting in a seamless transition with replacement upon departure.
Battalion Adjutant, United States Army, March 2016 – February 2017
• Executive Assistant to the general manager of a battalion comprised of 700 soldiers.
• Supervised the safe and timely movement of over 400 armored vehicles and shipping containers by rail.
• Managed funds and developed standard operating procedures for the operation and auditing of all funds.
• Coordinated, resourced, and drove a family readiness program; facilitated town hall meetings/large events.
Assistant Battalion Planner, United States Army, March 2015 – March 2016
• Developed the annual training plan for 797 soldiers; planned, coordinated, and resourced 11 large-scale
exercises in Korea.
• Oversaw the intermodal shipment of sensitive equipment and personal effects for six companies between the US and Korea.
• Awarded the Army Commendation Medal for excellence and rated in the top third of peers.
EMPLOYMENT HISTORY
Franklin Associates, LLC, Senior Project Manager, 2024 – Present
Franklin Associates, LLC, Project Manager, 2022 – 2023
Franklin Associates, LLC, Project Coordinator, 2021– 2022
United States Army, Armor Officer, 2012 – 2019
EXPERIENCE OVERVIEW
Mallory Collier has six years of experience in a variety of
project support roles. Her experience includes policy
development for CDBG-DR funded housing programs,
program outreach and communications, and grant research. She currently supports the Louisiana Office of Community Development- Disaster Recovery and the
Louisiana Housing Corporation with the implementation
and management of CDBG-DR funded programs. Mallory also works on the Louisiana Infrastructure Technical Assistance (LITACorp) Program, where she leads outreach
with Louisiana municipalities, develops grant strategies,
researches grant opportunities, and supports grant writers in developing competitive grant applications. In her work with East Baton Rouge’s Office of Community
Development (EBR-OCD) she developed policies,
guidance, and internal monitoring materials to support the Home Rehabilitation Recertification Program and
led applicant communication to facilitate document collection. Mallory also assisted in the development and release of the East Baton Rouge’s Neighborhood Food Access Program Notice of Funding Availability. In her previous work with East Baton Rouge’s Rental Assistance and Stormwater Repair Programs, she assisted in
case management while providing updates on service requests. She is self-motivated and excels in her
attention to detail, strong communication, and organizational skills.
EXPERIENCE
Analyst, City of West Monroe Make A Difference (MAD) Grant TA, August 2025 – Present
• Assists in the development of outreach materials and policy and procedure development for both the Home
Rehabilitation Program and the Homebuyer Assistance Program.
• Develops graphics and presentations for public communication and internal monitoring trackers and guidance.
• Formats public facing, client facing, and applicant facing documentation.
• Assisted in the development of CDGB-DR checklist creation for both “MAD” programs.
• Analyzes policy against HUD requirements for monitoring and compliance.
Analyst, EBR-OCD Resilient Communities Infrastructure Program, August 2025 – Present
• Assists in executing public procurement of services, develops public facing communications including NOFOs and applicant communications, reviews applications and advises on applicant eligibility.
Analyst, New York State IDA CDBG-DR Project, February 2025- Present
• Assists in development of closeout standard operating procedures.
• Assists in IHRR subrecipient training presentation creation.
Analyst, EBR Public Housing Authority and Partners Southeast, January 2025 – Present
• Assists in the development of procurement policies and procedures for both EBR Public Housing Authority and Partners Southeast.
Mallory Collier
Research Analyst
EDUCATION
• BS; Minor, Psychology, University of Louisiana at Lafayette, December 2020
CERTIFICATIONS AND
PROFESSIONAL AFFILIATIONS
• Deeply Practical Project Manager (DPPM), Certification #10535746
• Practical Project Manager (PPM), 2025
– Present
• Assists in the development of training, application, and solicitation materials.
Analyst, City of Philadelphia, Ida CDBG-DR Program TA, November 2024 – Present
• Assists in the development of training and monitoring materials and policy and procedure development.
• Assisted in the development of CDGB-DR checklist creation for the Disaster Recovery & Resilience Program (DRRP).
• Developed Lead Abatement Guidance to assist in creation of homeowner one pager for DRRP program.
• Assisted in development of outreach materials for the Ida Business Assistance Program.
Analyst, Florida Commerce, Hurricane Sally CDBG-DR Program, April 2024 – Present
• Provides technical assistance and program implementation support by reviewing, compiling, and analyzing
program regulations and requirements for CDBG-DR housing, infrastructure, economic development and revitalization and buyout programs.
• Develops, reviews, and utilizes checklists for subrecipient compliance tracking.
Housing Analyst, Louisiana Housing Corporation (LHC), February 2024 – Present
• Assisting with creation of rental program policies and procedures for five of LHC’s CDBG-DR funded rental programs including three CDBG-DR LIHTC funded programs, Rural Rental Rehabilitation Program, Middle
Market Loan Program, and Neighborhood Landlord Rental Program.
• Assisting in the development of internal data monitoring systems and document organization improvements.
• Assisting in the migration of internal documentation to new data monitoring/organization system.
• Assisting in asset management tasks including development and population of master/reporting trackers.
• Assisted in creation of SOPs for Surplus Cash review and Manual for Asset Management.
Analyst, Louisiana Infrastructure Technical Assistance Corporation (LITACorp) Technical
Assistance Program, July 2023 – Present
• Tracks budget and billing and Work Order creation.
• Assists with Work Order creation and amendments.
• Assists in development of targeted outreach, monthly progress reports, and client related report/tracker requests.
• Monitors and overseas ClickUp system updates, utilization, and organization.
• Facilitates communication between Louisiana municipalities and program team via inbound and outbound calls and emails.
• Leads discovery meetings with rural municipality leaders to discuss needs and advise on applicable Infrastructure Investment and Jobs Act (IIJA) grant opportunities.
• Assists municipalities with Letter of Interest completion and eligibility inquiries.
• Analyzes Letters of Interest for accuracy and completeness.
• Researches and collects data for grants and infrastructure improvement opportunities.
• Utilizes Microsoft programs to execute informational tasks to support the program’s organization and goals.
Project Lead, EBR-OCD Home Rehabilitation Recertification Program, July 2024 – July 2025
• Develops processes including policies and procedures, system walkthroughs, guides, trainings, and contact trackers.
• Supervises call center agents conducting outreach and monitors project budget and client action tracker.
• Organizes and executes applicant documentation mailout process and facilitates document collection for
recertification of eligible applicants.
Analyst, Isle de Jean Charles Resettlement, State of Louisiana OCD-DR, February 2024 – March
2025
• Assists with writing the State’s CDBG-NDR Substantial Action Plan Amendment describing the State’s
resettlement activities including the development of a fund for providing housing assistance to relocated
residents and how the activities meet national objectives.
• Assists in development of the Sustainability Plan that explains how the identified fund will be used to financially support resettled households and how the fund will be administered.
• Organized and documented residential and public meetings and public comments.
Analyst, Cloudburst Universal Notice Housing Counseling TA, January 2025 – January 2025
• Assisted in the updating of HUD Housing Counseling public information offered to ensure consistency with the Universal Notice.
• Compiled recommendations for Housing Counseling improvements.
Inquiry Coordinator, EBR Stormwater Repairs Program, March 2023 – December 2023
• Operated call center software to answer inbound calls and perform outbound calls.
• Provided status updates for homeowners with service requests.
• Informed homeowners of their service requests assigned department by utilizing service request database.
• Researched repair locations using ARP Drainage map.
• Remained resourceful to callers by directing them to desired city departments.
• Utilized and developed tracking spreadsheets for communications between program team and participants.
Call Center Representative, EBR Emergency Rental Assistance Program, July 2021 – March
2023
• Answered inbound calls and performed outbound calls and emails to program participants.
• Maintained communication between applicants and case managers.
• Communicated with outside parties (landlords) for verification documentation.
• Supplied additional resources of assistance where applicants were eligible to provide optimum assistance.
• Assisted applicants with navigating eligibility requirements and processes for the program.
Operations Assistant, EBR COVID-19 Vaccination Center Staffing, April 2021 – June 2021
• Provided support to the City of Baton Rouge and US Military Personnel for the mass distribution of Covid-
19 vaccinations to city residents.
• Performed data entry and administrative support via Microsoft Excel for 100+ project participants.
• Coordinated check-in and maintained an organized workspace and clean waiting area.
University Organization Co-President, Infinity Dance Group, August 2019 – December 2020
• Managed 10+ annual events and activities creating on and off-campus recognition and opportunities.
• Facilitated organization practices and meetings.
• Mentored 50+ students and organization members with on and off-campus endeavors.
University Organization Treasurer, Infinity Dance Group, August 2018 – August 2019
• Organized financial requirements and kept records of payment histories for 30+ organization members.
• Managed financial transactions and organization budget requirements.
• Worked with members to ensure payment deadlines were met while troubleshooting flexible payment
schedules.
EMPLOYMENT HISTORY
Franklin Associates LLC, Analyst/ Call Center Representative/ Operations Assistant, April 2021 – Present
Infinity Dance Group, University Organization Co-President/Treasurer, August 2018 – December
2020
City of Bozeman
Planning & Development
Permitting Fee Analysis
39
PROPOSED SCHEDULE
The Franklin team will work collaboratively with the Community Development Department and other identified
departments to define success and develop an understanding of the current permitting landscape through
interviews and data analysis. Building on the definition of success and information gathered in the data analysis
and peer benchmarking activities, Franklin will create a financial modeling tool to test various fee schedule
scenarios to inform recommendations. The data findings and scenario modeling will inform the final report and
presentation to City Council in late summer. The proposed schedule assumes that contracting occurs in April
2026. The timeline can be adjusted to accommodate the contracting timeline as needed.
PHASE 1: KICKOFF – DEFINE SUCCESS
May 2026
• Project Kickoff Meeting(s) to define success and inform financial modeling tool development.
PHASE 1 Deliverables:
1. Metrics for success
2. Draft data request
PHASE 2: BASELINE ASSESSMENT OF CURRENT FEE STRUCTURE
June & July 2026
• Inventory current fees
• Revenue & Cost Analysis (3–5 Years Historical Data)
o Fee revenue by category
o Staff time allocation by application type
City of Bozeman
Planning & Development
Permitting Fee Analysis
40
o Direct costs (staff, consultants)
o Indirect/overhead costs (IT, facilities, legal, finance)
o Revenue volatility
• Cost Recovery Analysis
o Determine actual cost per application type
o Calculate current recovery ratios
o Identify cross-subsidization between application types
• Use fee inventory to test and confirm costs
o Domains of permitting
Residential
Short-term Rental
Commercial
Rehabilitation
PHASE 2 Deliverables:
1. Cost of Service Study with fee/revenue matrix.
PHASE 3: PEER BENCHMARKING
June & July 2026
• Conduct comparative analysis with similar Mountain West cities (chosen for similarities in population
size, development pace and/or housing pressure).
Potential peer cities may include:
• Billings, Montana
• Belgrade, Montana
• Kalispell, Montana
• Missoula, Montana
• Whitefish, Montana
• Bend, Oregon
• Fort Collins, Colorado
• Coeur d'Alene, Idaho
Metrics to Compare:
• Total entitlement cost for typical projects
City of Bozeman
Planning & Development
Permitting Fee Analysis
41
• Cost recovery percentage
• Flat vs. tiered vs. value-based fees
• Expedited review surcharges
• Annual escalation policies
Phase 3 Deliverable:
1. Peer Benchmarking Report with variance analysis – include interview notes
PHASE 4: CREATE A FINANCIAL MODEL TO TEST SCENARIOS
June & July 2026
• Use the created financial model to test 2-3 fee structure scenarios to measure impact, strengths and
challenges, including but not limited to:
Model A: Full Cost Recovery Model
• Fees set to recover 100% of direct and indirect costs
• Annual automatic CPI adjustment
• High legal defensibility
Model B: Partial Cost Recovery (Policy-Driven)
• Target 70–85% recovery
• General Fund subsidizes policy-driven activities (long-range planning, housing initiatives)
Model C: Tiered/Complexity-Based Fee Model
• Fees scaled by:
o Project size
o Number of units
o Level of staff review required
• Reduces cross-subsidization
Model D: Hybrid Model with Incentives
• Base cost-recovery fee
City of Bozeman
Planning & Development
Permitting Fee Analysis
42
• Reduced fees for:
o Affordable housing
o Missing middle housing
o Infill development
• Expedited review surcharge option
Phase 4 Deliverable:
1. Financial modeling tool used to test scenarios
2. Summary report with financial and environmental risk analysis & recommendations
PHASE 5: FINAL REPORT AND PRESENTATION TO COUNCIL
August 2026
• Draft data review report with findings and recommendations from each phase.
Phase 5 Deliverables:
1. Final report summarizing the data review, findings and recommendations determined in each phase.
2. Presentation to City Council that summarizes the key findings of the phases and report.
City of Bozeman
Planning & Development
Permitting Fee Analysis
43
COST PROPOSAL
Phase LCAT Staff Rates Estimated Hours Cost
Phase 1: Kickoff –
Define Success
SME & Project
Manager
Emily Harris-
Shears $185 5
Senior Policy Analyst Chase Haislip* $170 20
Research Analyst Mallory Collier $125 5
$4,950
Phase 2:
Assessment of
Current Fee
Schedule
Project Advisor Portia Johnson $225 20
SME & Project
Manager
Emily Harris-
Shears $185 55
Senior Policy Analyst Chase Haislip* $170 75
$27,425
Phase 3: Peer
Benchmarking
SME & Project
Manager Emily Harris-
Shears $185 10
Senior Policy Analyst Chase Haislip* $170 50
Technical Writer Andrew Santee $160 10
Research Analyst Mallory Collier $125 10
$13,150
Phase 4: Financial
Model Creation
Project Advisor Portia Johnson $225 5
SME & Project
Manager
Emily Harris-
Shears $185 5
City of Bozeman
Planning & Development
Permitting Fee Analysis
44
Senior Policy Analyst Chase Haislip* $170 40
Technical Writer Andrew Santee $160 15
Research Analyst Mallory Collier $125 10
$12,500
Phase 5: Final
Report and
Presentation to
Council
Project Advisor Portia Johnson $225 15
SME & Project
Manager
Emily Harris-
Shears $185 20
Senior Policy Analyst Chase Haislip* $170 35
Technical Writer Andrew Santee $160 15
Research Analyst Mallory Collier $125 20
$17,975
*indicates subconsultant work
Expenses
Travel Costs for
Phase 5
Presentation
$303
Total: 440 $76,303
Appendix B
NONDISCRIMINATION AND EQUAL PAY AFFIRMATION
____________________________________(name of entity submitting) hereby affirms it will
not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national
origin, or because of actual or perceived sexual orientation, gender identity or disability and
acknowledges and understands the eventual contract will contain a provision prohibiting
discrimination as described above and this prohibition on discrimination shall apply to the
hiring and treatments or proposer’s employees and to all subcontracts.
In addition, ____________________________________(name of entity submitting) hereby
affirms it will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana
Equal Pay Act), and has visited the State of Montana Equal Pay for Equal Work “best practices”
website, https://equalpay.mt.gov/BestPractices/Employers, or equivalent “best practices
publication and has read the material.
______________________________________
Name and title of person authorized to sign on behalf of submitter
Franklin Associates, LLC
Franklin Associates, LLC
Perry Franklin, President
FranklinAssociates.com
info@franklinassociates.com
250 S. Foster Dr.
Baton Rouge, LA 70806
225.768.9060