Appointment of Planning Committee for Future Search Conference� `� CITY OF DUBUQUE, IOWA
-cc-_. N MEMORANDUM
TO: The Honorable Mayor and City Council Members
FROM: Michael C. Van Milligen, City Manager
SUBJECT: Selection of Consultant for Future Search Conference
Housing Services Manager David Harris is recommending selection of the Webb
Alliance as the primary consultant for the Housing Services Department's Future
Search Conference and planning process.
I concur with the recommendation and respectfully request Mayor and City Council
approval.
MCVM /j
Attachment
cc: Barry Lindahl, Corporation Counsel
Tim Moerman, Assistant City Manager
David Harris, Housing Services Manager
Michael C. Van Milligen
July 27, 1999
CITY OF DUBUQUE, IOWA
MEMORANDUM
22 July 99
To: Mike Val \n^n1Milligen, City Manager
From: Davidl-larris, Housing Services Department
Re: Selection of Consultant for Future Search Conference
Introduction
The purpose of this memorandum is to request City Council approval of the Webb Alliance as the
primary consultant for the Housing Services Department's Future Search Conference and
planning process.
Discussion
In June a request for proposals was published by the Housing Department, soliciting interest
from consultants in connection with our planned Future Search Conference. Two responses
were received. The Housing Commission at its July meeting reviewed these and has
recommended selection of the Webb Alliance.
The Webb Alliance is owned by Laveme Dees Webb. This firm was also the consultant selected
for facilitation of the Housing Department's "appreciative inquiry' customer survey process which
took place last Fall and culminated with the Housing Summit held in February. The
Commission's evaluation of the competing proposals was that the Webb Alliance enjoyed a clear
advantage for reason of having experience in use of the Future Search model, having recently
worked with the Housing Department and Commission and having a good understanding of
Dubuque's current housing market and community dynamics.
The Webb Alliance proposal is for $26 200. The competing proposal, from Comprehensive
Housing Services in Cumming, Iowa, bid $19 500. The proposals are summarized as follows:
Webb Alliance Comprehensive
Pre - Conference planning/
facilitation of planning committee $12 700 $12 000
meetings
Conference facilitation 9 500 7 500
Conference report * 3 000 (not bid)
Post - Conference meeting /follow -up 1 500 (not bid)
* Webb Alliance bid to write the conference report; Comprehensive Housing Services bid
according to the RFP, which specified the consultant is to "assist in development" of the report.
Included in the Housing Department's FY00 budget is $13 000 for this expense. To make up this
deficit, the Community Development Department has been requested to make additional funds
available from the existing carryover CDBG balance. This balance includes funds allocated for
payment of consultant services in connection with development of the Consolidated Plan. In
addition, funds from the Housing Department's training budget may be allocated for this purpose.
Because of time constraints - the first meeting of the planning committee for the Future Search
Conference is planned for mid - August - it is requested that the Council approve a two -phase
contract for the contract. The first phase, for pre - Conference planning and committee facilitation,
will be contracted with available funds The second phase, for facilitation of the Conference and
other post - Conference activities, can be contracted at a later date, after necessary funds have
been identified and approved. With this process, we can remain on schedule for the Conference
event to be held in November, as planned.
Action Step
The action requested of the City Council is to approve a consulting contract with the Webb
Alliance for services in connection with the Housing Department's Future Search Conference and
planning process. It is requested that a contract for $12 700 be approved at this time, for pre -
Conference planning and facilitation of the planning committee's activities, according to the
proposal received from Webb. It is further requested that a second contract, for $13 500, be
approved, contingent upon obtaining necessary funds. These funds, if reallocated from the
CDBG program budget, will require approval by the Community Development Commission and
Council at a later date.
att:
Webb Alliance proposal
Comprehensive Housing Services proposal
('.1L S.,
COMPREHENSIVE HOUSING SERVICES, INC. PRESIDENT — R. WEBB
July 12, 1999
Mr. David Harris, Manager
Dubuque Housing Services
1805 Central Ave.
Dubuque, IA. 52001
Dear David ,
Comprehensive Housing Services, Inc. and Audino & Associates (CHSI / A&A) is pleased to present
our proposal to provide consulting services to facilitate and lead your search conference and related
planning activities.
The CHSI / A&A team wants to create a relationship with the Dubuque Housing Services
Department. We envision this relationship based on mutual understanding, collaborative problem
solving, honesty, trust and mutual desire to made a psitive difference. We want this to be a long lasting
relationship that develops over time, gets better as we gain a more complete understanding of each
other. Like planning, relationships develop through process.
The CHSI / A&A team will provide the Dubuque Housing Services Department a highly personalized
and cost effective service. Our team as your partner offers a desire, flexibility, expertise and
knowledge to satisfy your needs.
The following proposal is generally structured in suggestion with your request for proposals outline.
We look forward to your favorable review and the opportunity to work with you to create a better
housing environment in Dubuque.
We look forward to working with you on this exciting opportunity. Please contact me at 515 -285-
7964, or team associate Mike Audino at 515- 226 -9357, with any questions.
Sincerely,
e (Lae
Richard Webb, President
80 MEADOWBROOK CIRCLE, CUMMING, IOWA 50061 (PH) 515- 285 -7964 (FAx) 515- 285 -4173
July 12, 1999
Profile of the CHSI / A &A Team
Project Team Qualifications
Proposal to
Dubuque Housing Services Division
City of Dubuque, IA.
for Preparation of
'The Future Strategy for Delivery of Housing and
Supportive Services in Dubuque, Ia.'
CHSI
Now in its fifth year of professional service, CHSI extends to its clients services in community
development and housing issues, grantmanship, and special technical assistance including housing
program and project design. Flexible and uniquely tailored services strengthen the CHSI - client's
product. Clients appreciate opportunity to procure, and have the ability to pay for, what they need.
Current client need examples include: coordination and writing of the Dallas County (IA) housing
assessment and action plan; grantsmanship and fiscal management for construction of a 16 -plex in
Denmark (IA); and preparation of the Knoxville (IA) housing strategy in follow up to their recently
completed comprehensive plan.
Audino & Associates
Audino & Associates (A &A) provides consulting services in the areas of organizational management
and development, marketing, client advocacy, strategic planning and implementation. Successful and
satisfied clients include those from the public and private sectors. A&A focuses on projects in
community development, transportation, and intergovernmental cooperation. Current or recent clients
include strategic planning for the Des Moines International Airport Board, consensus building services
to the city of Marshall, MN., association management for the Iowa Public Airport Assoc.
CHSI
Richard Webb is the President of Comprehensive Housing Services, Inc. (CHSI). Rich offers 22 years
of experience in housing programs design, administration and management from the state and local
levels, community development and assessment, fiscal packaging and grantmanship to clients. His
career includes employment with the East Central Intergovernmental Association (ECIA) in Dubuque,
the City of Chariton, IA., the Iowa Department of Economic Development in Des Moines, and the
Federal Home Loan Bank of Des Moines. In 1994, CHSI was incorporated as a cost effective and
flexible community consultant. Rich is CHSI's sole officer and employee.
Audino & Associates
Michael J. Audino is the president of Audino & Associates (A&A). Michael offers 20 years of
expertise in the fields of organizational leadership, community and strategic planning, and
governmental relations. He has extensive experience in group dynamics and moderation with group
sizes considered smaller and larger. Examples include strategic planning with the IA. Dept. of
Transportation and sesions with the American Institute of Business, consensus building with the city of
Marshall, MN., and visioning sessions with the Indianola Chamber of Commerce and the Des Moines
area Metropolitan Planning Organization.
This proposal offers Audino and Associates to moderate and serve as the `process leader' with the
planning committee. CHSI will provide the technical support and collaboration in actions steps
development, along with research and analysis with the Dubuque Housing Services Division.
The CHSI / A&A team will provide the Dubuque Housing Services Division, the Future Search group,
and greater community a strong partnership for completion of this future housing strategy.
Services and Schedule
The CHSI / A&A team is prepared to deliver the services and assistance outlined in your request for
proposals. We will:
* Facilitate all planning committee meetings;
* Develop the planning committee's work plan;
* Manage and assist the committee with pre - conference planning;
* Facilitate the 2 -1/2 day conference leading to `The Future Strategy for Delivery of
Housing and Support Services in Dubuque, IA'.
* Assist in the preparation of the Future Search Conference report; and
* Assist in the development of post - conference materials.
The CHSI / A&A team is prepared to begin immediately with final negotiations toward a services
contract, and are prepared to satisfy your requested schedule. We wish to help the Dubuque planning
committee and Future Search Conference create a better city. Our team philosophy will be to facilitate
a role to ensure participating stakeholders discover their values, define common ground, create the
policies for a desired future, and identify implementation steps for immediate and future action.
An obvious and critical element of our process will be that a diverse representation fills the Future
Search Conference. It must be structured to allow and encourage ample opportunity for diverse
members of the Dubuque housing community to know one another, learn from one another, and define
solutions with one another. The proposed Conference agenda would be -
Conference Schedule -
Day 1- Morning: Process overview and stakeholder introductions. A historical assessment of
housing programs and policies.
Afternoon: An `environmental scan' of trends and issues impacting the group.
Identification of current housing activities and programs which generate
pride and disappointment, reviewing housing successes and missed
opportunities.
Day 2- Morning: The large group is reformed into 10 smaller, working groups to define
their `ideal state' for housing in Dubuque. Each subgroup reports its results
including their `action steps' recommendations. The subgroups reconvene
to assess and identify the common ground among them.
Afternoon: Subgroups report their results of ' common ground identification' work.
The large group validates and confirms the common ground, acknowledges
the differences, and initiates dialogue on recommended `action steps'.
Day 3: Morning:
The CHSI / A&A team will strive to build on your previous efforts in developing successful relations
with your customers and enhancing community responsiveness. We will seek collaboration. We will
try to stimulate the what to do, how to do it, and when to time it with other action steps. The
knowledge, skills, and expertise in Dubuque are abundant. The collective housing community must
discover what should be done to achieve your desired future.
We will work with, guide and direct you toward the future offering our strengths and experiences that
have helped numerous other clients. Together we will make a positive difference in and for the City of
Dubuque.
Proposed Budget and Expenses
The total group completes discussion on `action steps'. Group consensus
is drafted. Desired plans and actions are articulated and individual
stakeholders assume responsibility and accountability for `making things
happen'. A closing process review, expressions of gratitude, and
acknowledgments of success.
Pre - Conference Planning & Planning Committee Facilitation - $12,000
* Facilitate all planning committee meetings
* Develop planning committee work plan
* Prepare all materials and packets for conference participants
* Assist committee with pre - conference planning
Future Search Conference Activity - $7,500
* Facilitate the 2 -1/2 day Dubuque housing summit yielding `The
Future Strategy for Delivery of Housing and Supportive
Housing Services in Dubuque'
* Assist in preparation of Future Search Conference report
* Assist in developing post - conference materials
Total Budget = = = $19,500
A sample contract for services is enclosed with this proposal suggesting other terms and conditions
typical for your scope of service. Most of these proposed terms are negotiable as we refine, and
define, our respective responsibilities. Thank you for appreciating this flexibility. Mike and I look
forward to our coming partnership.
CLIENT LIST
of
COMPREHENSIVE HOUSING SERVICES. INC.
October, 1998
Professional Housing Market Consulting -
This line of services includes housing inventory condition surveys, needs assessment and action plan
reports, archaeological and environmental reviews. CHSI is usually selected by the client through a
response to proposals process. These services typically result in a published report product.
Northeast Iowa
Community Action Corp.
P 0 Box 487, Decorah, Iowa 52101
(319) 382-8436
Winneshiek Co. Development Corp.
P 0 Box 288, Decorah, Iowa 52101
(319) 382-6061
Allamakee County Economic
& Tourism Commission
12 East Main St., Waukon, Iowa 52172
(319) 568 -2624
City of Dysart, Iowa
436 Main St., Dysart, Iowa 52224
(319) 476-5690
City of DeWitt, Iowa
822 - 6th Ave., DeWitt, Iowa 52742
(319) 659-3811
City of Mason City, Iowa
121 - 3rd Street NW, Mason City, Iowa 50401
(515) 243-0491
City of Rock Valley, Iowa
P 0 Box 100, Rock Valley, Iowa 51247
(712) 476-5707
Ms. Maryanne Humpal, Director
Mr. Don Wurtzel, Director
Ms. Rachelle Howe, Director
Ms. Roxanne Schneider, Clerk
Mr. Norlan Hinke, Chair
(for NIACOG, Mr. Joe Myhre, Director)
Mr. Jim VanderVelde
Grantsmanship Services and Assistance -
CHSI's grantmanship services are intended to relieve the client of compliance and administration
concerns associated with state and federal funding sources for affordable housing. Services are tailored
for individual needs. CHSI becomes part of the development team with frequent site visits, planning
and timing, record keeping and reporting compliance.
City Center of Mason City, Inc.
5 N. Federal Ave., Mason City, Iowa 50401
(515) 421-8638
City of West Des Moines
P 0 Box 65320, West Des Moines, Iowa 50265
(515) 222-3475
Southern Iowa Housing, LLC
P 0 Box 4945, Des Moines, Iowa 50306
(515) 255-1551
Stokes Estates Apartments
P 0 Box 1623, Waterloo, Iowa 50704
(319) 236-2345
Twin Oaks Manor, LP1
P 0 Box 305, Denmark, Iowa 52624
(319) 528-4465
Technical Project Assistance -
CHSI also subcontracts with various other housing and finance agencies to address our corporate
purpose. With the following CHSI has performed housing rehabilitation program design reviews,
extended training services, and completed environmental (pre -Phase 1) studies.
Iowa Housing Corporation Mr. Larry Tuel, President
100 Court Ave., Suite 209, Des Moines, Iowa 50310
(515) 243-4663
Farmers Savings Bank - Packwood
P 0 Box 869, Packwood, Iowa 52580
(319) 695-5461
CRTC - Diaz Associates
P 0 Box 82267, Columbus, Ohio 43202
(614) 262-6662
Mr. Ed Kent, President
Mr. Edward Stang], Engineering
Mr. John Hart, Managing Partner
Mr. W.C. Stokes, Owner
(Rev.) Mr. David O'Rourke, Chair
Mr. Kim Nelsen, President
Mr Gerald Diaz, President
Chronological Career History
Resume of
RICHARD W WEBB
80 Meadowbrook Circle Cumming, Iowa 50061
(phone) 515- 285 -7964
President & Owner Comprehensive Housing Services, Inc. ( CHSInc)
80 Meadowbrook Circle, Cumming, Iowa 50061
1993 - present
Personal initiative is reflected in my beginning Comprehensive Housing Services, Inc. (CHSInc.) in
1993. With 20 years experience in the field of community development I recognized there was a lack
of private sector expertise in affordable housing and grantsmanship. I extend this capacity to clients
including private individual housing developers, local governments, county development corporations,
and community action agencies. Corporation services include housing needs analysis, financial
packaging, federal and state grants administration, and special technical assistance services.
Though CHSInc. I have constantly tried to maintain a unique niche in the affordable housing market.
A range of selectively tailored services are extended to client's specific needs. Clients work directly
with me to accomplish defined services.
Since inception I have enjoyed the diversity of solving problems. Meeting new clients and becoming
part of the development or project team with a common mission are the most enjoyable facets of the
company.
Associate Community Investment Director Federal Home Loan Bank of Des Moines
907 Walnut Street, Des Moines, Iowa 50309
August 1992 - June 1994
In this capacity with the Eighth District's FHLBank, I managed the Affordable Housing Program
(AHP). The AHP is a flexible housing initiative funded through Bank earnings allocated for re-
investment in affordable housing back to its members. The Bank's district includes 5 states in the
upper Midwest.
My responsibilities included managing ongoing compliance issues, rendering technical and
administrative assistance to members, and working with non -profit and profit motivated developers to
utilize the program
I eagerly accepted the continuous marketing and outreach functions to members to advocate the use of
and advance the understanding of AHP. I was constantly involved with presentations and forums to
advance the benefits of AHP, and other Bank community investment tools.
Professional skills important to my duties included the ability to convey the complexities of creating
affordable housing, notably the packaging of financial resources; their terms and conditions.
Field Representative - Housing
Academic History
Career Affiliations
Iowa Department of Economic Development(IDED)
200 E Grand, Des Moines, Iowa 50309
July 1984 - August 1992
Initial responsibility with IDED was the management of all funding toward housing; about $3 Million
of Community Development Block Grant (CDBG) and $1 Million of the newly created Rental
Rehabilitation Program (RRP). Functions included writing administrative rules, application
development and marketing, application review, making funding recommendations, performing field
reviews, responding to HUD concerns, and providing technical support to local administrators.
Within 3 years responsibilities expanded to include 2 new efforts - the Emergency Shelter Grants
Program and a first -time home ownership initiative. Similar functions were assumed with these, except
the specific nature required special assistance to homeless shelter providers, real estate agents, non-
profit entities, and first time home buyer clients.
After 1990 HUD combined this mired of funding into the HOME Fund; an open and flexible account
to assist a wide range of diverse housing needs. This flexible account required more negotiation of a
proposal, and my extensive knowledge of a region's housing market.
Professional skills I developed through this tenure were a great respect for the trust of fellow
constituents for a high program integrity, and rendering technical assistance with unbiased
administrative and compliance management. The autonomy of supervision given me translated into
timely completion of program undertakings. I developed a sincere respect with a diverse clientele of
local government officials, the financial community, area planning and housing offices, and non -profit
and limited -profit entities.
(1982 - 84) Graduate course work - Public Administration
University of Iowa, Iowa City, Iowa
(1977) Bachelor of Science - Urban and Regional Planning
Iowa State University, Ames, Iowa
(1974) Associate of Sciences and Associate of Arts - General Studies
Muscatine Community College, Muscatine, Iowa
Iowa Chapter - N.A.H.R.O., At -Large Representative to Board of Directors, Budget Committee
National Chapter - N.A.H.R.O., Member
( References Available Upon Request )
RESUME
MICHAEL JAMES AUDINO
PRESIDENT. AUDINQ & ASSOCIATES. LC, 1998- Present A limited liability company that
currently provides:
• strategic planning, market research, advertising, public relations, and legislative issue management
services for the Des Moines International Airport Board;
• community consensus - building and strategic planning services for the city of Marshall, Minnesota;
• association management services for the Iowa Public Airport's Association; and
• marketing services for the Warren County Economic Development Corporation.
DIRECTOR. FIELD SERVICES DIVISION, Iowa Department of Transportation, 1994 to 1998.
Leadership responsibility for a professional staff of 7 and an annual operating budget of $600 ,000.
Major accomplishments included:
• development of the Department's first comprehensive program funding guide, implementation of the
Department's Urban Youth Corps program,
• facilitation of the Department's first strategic plan,
• leadership of the partnering process between the Department and the Highland Community School
District,
• development of a Highway Signagc manual,
• implementing a geographic information system -based roadway construction information program,
and
• facilitation of statewide customer focus growls.
Served as a member of the Department's management team and and implemented special projects as
determined by the Department director.
DIRECTOR. AIR AND TRANSIT DIVISION. Iowa Department of Transportation, 1989 to 1994.
Leadership responsibility for a professional staff of 22, an annual operating budget of $1,000,000, and
annual public transit and aviation program budgets approximating 56,000,000.
Major accomplishments included:
• development and implementation of the Department's air service marketing program, securing a
$1,000,000 Fedeal Aviation Administration grant to implement the Department's statewide
automated aviation weather observation system,
• development of a new airport in Belle Plaine,
• recruitment of the Transportation Research Board's National Rural Transit Conference to Des
Moines,
• implementation of the Department's intercity bus program, and
• leading the transportation coordination task force involving the Iowa Departments of Transportation,
Elder Affairs and Human Services.
Served as a member of the Department's management team and and implemented special projects as
determined by the Department director,
BUSINESS RETENTION MANAGER Greater Des Moines Chamber of Commerce Federation, 1988 to
1989. Overall responsibility for the organization's cooperative initiative with Polk County for existing
business retention and expansion.
Major accomplishments included:
• authoring of an economic development grant for Iiiland Potato Chip Company in Des Moines,
• developing a revolving economic development loan program for Urbandale, and
• facilitation of the expansion of Economy Data Products in Clive.
EXECUTIVE DIRECTOR, Southwest Iowa Planning Council, 1981 to 1988. Leadership responsibility
for a regional planning organization and public transit agency serving eight counties and 54 cities in
southwest Iowa, a fall-time staff of 5, part-time staff of 15, annual operating budget approximating
$400,000, and a 33 vehicle transit system.
Major accomplishments included:
• authoring and administering over $3 million in community and economic development grants,
• implementation of the state's first regional ridesharing program,
• implementation of the state's first rural transit vehicle rehabilitation program,
• facilitation of a 10 county solid waste management plan, and
• development of the region's initial overall economic development plan.
PROGRAM SUPERVISOR, Southeastern Pennsylvania Transportation Authority, 1980 to 1981.
Overall responsibility for the planning and design of a specialized public transportation system to serve
physically rhallenged residents of Philadelphia,
Major accomplishments included:
• development of service design,
• management of process to select private sector service provider,
• approval of the system plan design by the transit authority board and the city's handicapped advisory
board, and
• design of the system's public relations strategies.
TRANSPORTATION CONSULTANT, Dynatrend Incorporated, 1978 to 1980. Provided technical
assistance to federal and local clients on a variety of transportation issues.
Major accomplishments included:
• co- authoring a training manual for rural transit operators,
• conducting a training course for rural transit operators,
• development of the Downtown People Mover implementation plan for the city of Detroit, and
• management of a national parattansit conference for the Urban Mass Transportation Administration
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
American Institute of Business Advisory Board
Professional Developers of Iowa
Great Lakes Chapter of the American Association of Airport Executives
Iowa Department of Transportation's Transit Mananager of the Year, 1982
Iowa Public Transit Association President, 1984
Southwest Iowa Private Industry Council, 1985
Iowa Association of Regional Councils Vice President, 1988
Urban Mass Transportation Administrator's Award for Transportation Coordination, 1994
American Association of Highway and Transportation Officials Committee, 1996
Iowa Ombudsman's Office Special Recognition, 1998
REPRESENTATIVE PRElENTATIONS
"Iowa's Demographics and Rural Public Transit ", National Rural Transit Conference, Asheville, North
Carolina, 1991.
"National Rural Transit Conference and Iowa ", Transportation Research Board, Sarasota, Florida, 1991.
"Iowa Department of Tramsportation's New Organizational Structure", Federal Aviation Administration
Regional Conference, Kansas City, Missouri, 1994.
"United Airlines and Des Moines ", Airports Council International Marketing Conference, Kansas City,
Missouri, 1998.
"Air Service Development in Des Moines ", American Association of Airport Executives Marketing
Conference, Seattle, Washington, 1998.
"Aviation Roundtable ", U.S. Secretary of Transportation, Rochester, New York, 1999.
EDUCATION
Graduate Studies, Upper Iowa University, Business Leadership, 1997- Present
Graduate Studies, Vrllanova University, Transportation Engineering, 1979 -1981.
B.S., Iowa State University, Urban planning, I977.
913 54TH STREET. WEST DES MOINES, IOWA 50266
515.226.9357 maudino@gateway.net
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THE WEBB ALLIANCE
MANAGEMENT CONSULTANTS
Laverne Dees Webb
President
David Harris
City of Dubuque Housing Office
1805 Central Avenue
Dubuque, Iowa 52001
RE: A. Letter of Transmittal
Dear Mr. Harris.
July 9, 1999
The Webb Alliance is pleased to respond to your Request for Proposals for a Future Search
Conference to articulate a housing strategy for the City of Dubuque. The Appreciative Inquiry
that we designed and facilitated over the past year has set the stage for this culminating event.
The Future Search Conference will bring together key stakeholders in housing and related
services in the community to build a clearly articulated, shared vision and initiatives and
commitment to fulfill that vision.
The Webb Alliance offers a particular expertise to this conference and planning process. Trained
and experienced in both Appreciative Inquiry and the Future Search methodology, we are
uniquely qualified to weave the results of the Appreciative Inquiry that has been accomplished this
past year into the Future Search Conference. We know the issues and have created opportunities
to elicit the best of the past and the hopes for the future of Dubuque. This work has already been
recognized by HUD as a "Best Practice." The Future Search Conference, with its Appreciative
Inquiry foundation, will propel the community forward to translate ideals into actions. It will also
serve as a model for respecting and learning from the range of different interests while creating
common ground to act together to honor the housing needs and interests of all of the
community's people.
The key to a successful Future Search Conference is in the planning process so that the actual
conference runs smoothly and most importantly, the people who need to be there are in
attendance. Housing is a social, political, and economic issue and it is essential to bring together
the strongest possible representation of those who have a clear stake in the future of housing and
supportive sex in Dubuque. Bringing together a broad cross - section of stakeholders will
produce new learnings, empowerment, and connections among those who are in a position to
make change happen The Webb Alliance pays particular attention to working with the planning
committee so that they are familiar with the methodology and have input into the final design, all
logistical details are addressed, and the appropriate stakeholders are identified, invited, and make
a commitment to attend the entire Conference.
242 Perry Cabin Drive • &i. Michaels, Maryland 21063 • (410) 745 -6747 • FAX (410) 745 -2720. 1 -888-682 -5656
Internet • LavcrncW@aol corn
The Webb Alliance believes that the best outcomes are achieved when people feel listened to and
heard; when all participants are engaged, and the diversity of voices, experience, and wisdom in
the room contribute to moving the issue under consideration forward. We do not come with a
preconceived outcome in mind. This allows us to give our fullest attention to evolving the will
and wisdom of the group and facilitating their work together to achieve the best results.
Appreciative Inquiry and Future Search are both interactive processes; we bring skill and
experience in working with large groups to be at their creative best.
We submit for your consideration a profile of the Webb Alliance, qualifications of the project
team, a description and schedule of services, and a fee schedule. We look forward to your
response and hope to continue our work with you to create a sound and creative housing strategy
for the people of Dubuque.
Yours sincerely,
Laverne Dees Webb
vv�
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Selected Clients -
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THE WEBB ALLIANCE
MANAGEMENT CONSULTANTS
B. Profile of Firm
The Webb Alliance - Laveme Dees Webb is President of The Webb Alliance, Management
Consultants, operating since 1994, and works with governmental and non -profit organizations,
businesses, and communities to plan and manage change, and to increase organizational competence.
learning, and innovation. She has designed and conducted Future Search Conferences to help
organizations develop strategic plans and discover new business opportunities. Other services include
assessment, facilitation, and guidance in the areas of strategic planning, quality management, customer
service, executive coaching, board and team development, and annual development campaigns. Ms.
Webb also conducts professional management seminars and workshops in these areas, and has published
articles about her work.
Nonprofit: Mercy Housing, Inc.; Heartland Housing Initiative; Habitat for Humanity; Hillcrest Family
Services; Hills and Dales Child Development Center; Dubuque YWCA; Loras College; Sinsinawa
Dominicans, Inc.; American Baptist Churches; Peace Links
Government:: Dubuque, LA; Waco, TX; Clearwater, FL; Charlotte, NC Convention and Visitor's Bureau
North Andover, MA: Iowa Department of Human Services; Iowa Citizens' Foster Care Review Board;
State of Oregon, Criminal Justice Division; The Corporation for National Service; U.S. Agency for
International Development
Business: Suttner America Company; University Research Corporation; Alpine Tennis Center. Inc .
Bethel Inn and Country Club
Selected Consulting and Facilitation Experience -
• City of Waco, TX. Customer Service and organization development focused on Department of
Economic Development and business and developer stakeholders in community. (October 1998 —
1999)
• City of Dubuque, IA, Department of Housing Services. Strategic planning and organization
development. Community -wide housing needs assessment and customer service survey using the
Appreciative Inquiry approach. This project was nominated by the HUD Regional Office as a "Best
Practice" for national recognition. (1998 —1999)
• Suttner America Company, IA /TX. Organization assessment for improved communications and
quality customer service. (February — March 1999)
• State of Iowa. Facilitation and training for Iowa Citizens' Foster Care Review Boards (1997 - present)
• State of Iowa. Training for Regional Foster Parents Association and Department of Human Services
contractors and employees — "Creating Effective Communications and Teamwork in the Foster Care
System." (1998)
• Peace Links, Washington, DC. Designed and facilitated "Listen Up" event (Forrest City.
Arkansas), first of a series of a nationwide Safe Schools Initiative (1998)
• YWCA, Dubuque, IA Strategic planning and Board development (1999)
City of Dubuque — Future Search Coherence 1 The Webb Alliance
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• Hills & Dales Child Development Center, Dubuque, IA. Strategic planning and board and
organization development. (1998)
• Convention and Visitor's Bureau, Charlotte, NC. Strategic planning (1997)
• Sinsinawa Dominicans, Inc., Sinsinawa, WI. Strategic planning and Futures Conference (1996 -97)
• Hillcrest Family Services, Dubuque, IA. Strategic planning (1997)
• Bethel Inn & Country Club, Bethel, ME. Strategic planning and management development using
Appreciative Inquiry approach. (September 1997)
• Heartland Housing Initiative, Dubuque, IA. Consultation and development of Annual Fund
Campaign (1996 -1998)
• City of North Andover, MA. Facilitated Community Consensus process for the business
community to develop vision and goals for the Year 2000 (1996)
• USAID /URC, Child Health Institute, Haiti. Evaluation team leader, Haiti (1994)
• Habitat for Humanity, Dubuque, IA. Strategic planning (1994 -95)
Workshops and Training —
• "Appreciative Inquiry: An Innovative Approach to Change," Women in Ministry of the American
Baptist Churches National meeting, June 1999
• "Accentuate the Positive: A Workshop on the Power of Appreciation," Office Professionals Day.
University of Wisconsin and SW Technical College, (1999)
• "Appreciative Inquiry: A Case Study in Community Building," National Association of Housing
Redevelopment Officials," Iowa State NAHRO Spring Conference, (1999)
• "Changing at the Speed of Imagination: An Introduction to Appreciative Inquiry," University
Research Corporation, Quality Assurance Project, Bethesda, MD, (1999)
• "Appreciative Inquiry: An Approach to Positive Labor - Management Relationships," Dubuque Area
Labor - Management Council, (1999)
• "Affirmative Customer Service: Improving Organization Results by Getting Inside the Head and
Heart of Your Customers," Loras College, (1998 and 1999)
• "A Presentation on Managing Change: The Appreciative Inquiry Model of Organizational Change,
Grant County Banking Colleagues, Platteville, WI, (1998)
• "Changing at the Speed of Imagination," Taking Care of Who You Are: A One -Day Conference for
Women, Women's Connection of SW Wisconsin, (1998)
• "A Seminar on Managing Change in Turbulent Times: The Appreciative Inquiry Model of
Organizational Change " Loras College, (1998)
• "Changing at the Speed of Imagination: An Introduction to Appreciative Inquiry " This workshop
was presented two times to local governments, nonprofit, and church organizations. Sponsored by the
City of Clearwater, Flonda, (1998)
City of Dubuque — Future Search Conference
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Tiff WEBB ALLIANCE
MANAGEMENT CONSULTANTS
City of Dubuque — Future Search Conference
C. Qualifications
Laverne Dees Webb
Laverne Webb brings over 20 years of diverse management and consulting experience. She has operated
The Webb Alliance since 1994, working with government, nonprofit and pnvate sector clients. She has
held senior management positions in the government and nonprofit sectors.
Ms. Webb has a Master's degree in Public Administration from Harvard University and studied
Organization Development at Georgetown University. She has received training from the top leaders in
the country in large -scale systems change processes — Future Search Conference (Weisbord and Janoff),
Open Space Technology (Owens); Appreciative Inquiry (Coopemder and Whitney and the National
Training Laboratories). She has subsequently conducted numerous large scale systems change processes
in the nonprofit and government sectors, and has teamed with other consultants to plan Future Search
Conferences, Open Space meetings, and Appreciative Inquiry interventions.
Laverne Webb has designed and conducted workshops and training events for government, business and
the nonprofit sectors on these processes and has published articles about her work. She has also been a
guest speaker for professional and trade associations on topics including the changing workplace change
management and best business practices.
Ms Webb has significant experience in working on housing issues in the Dubuque community She is a
former Board member of Habitat for Humanity, and guided that organization in a strategic planning
process. She consulted with Mercy Housing, Inc. and the Heartland Housing Initiative to develop and
manage the annual fund campaign for HUH over several years. She guided the implementation of the
Department of Housing Services community -wide housing needs assessment and customer service
appreciative inquiry process over the past year This year HUD recognized this work as a "Best Practice "
She also co- chaired the Chamber of Commerce's Employment Needs Survey Task Force and advocated
the significance of affordable housing issues through this work.
From 1988 -1993 she directed the worldwide healthcare system for the US Peace Corps, planning and
managing medical services for over 6000 Peace Corps volunteers in 90 developing countries
Eastem/Central Europe and the former Soviet Union. She guided the evolution of this unique self - insured
health care system to a responsive, high - quality managed care environment. She developed and
implemented a Continuous Quality Improvement initiative, and established the organization's first
accreditation process.
Internationally, Ms. Webb administered nationwide relief and development programs for Catholic Relief
Services in Ghana and Senegal, West Africa. Domestically, she designed and administered alcoholism
treatment programs for adolescents; founded and directed a statewide youth advocacy organization: and
established and directed the first nurse practitioner- managed community health clinic in Oregon. Ms.
Webb has chaired and facilitated the work of Presidential and gubematonal commissions in Oregon and
national organizations on health, mental health, and human service issues.
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MANAGEMENT CONSULTANTS
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Munel Finegold has over twenty years' expenence in organization development in non - profit, public
and private organizations. As Principal and Senior Consultant with the Organization Consultation
Center, in Boston, and Principal with EnCompass, a Washington, D.C. -based consulting group, she
has been involved in all aspects of the consulting process including organizational assessments and
designing and implementing interventions that improve work performance and program effectiveness.
She has developed systemic approaches to strategic planning and change management, facilitated retreats,
designed training, and worked with senior management and teams at all organizational levels to address
complex organizational issues. In her work, Ms. Finegold has integrated Appreciative Inquiry, Future
Search, and Open Space methodologies to help organizations design their preferred future, set strategic
goals and directions and meet the challenges of a rapidly changing environment. She has also taught a
graduate level course in Organizational Effectiveness at Suffolk University. Prior to her work in
organization development, she worked for many years as a clinical social worker in mental health clinics,
as a school consultant, and in private practice.
Education
Muriel Finegold is a graduate of Barnard College, has an MSW from Boston University, and has
completed a post - graduate Program in Organization Development and Human Resource Consultation
at the Boston Institute for Psychotherapy.
Selected Projects
Future Search Conference: Carson City Public Schools, Carson City, NV
Future Search Conference: Beacon Hill Friends Meeting, Boston, MA
Strategic Initiatives Conference. Massachusetts Women's Legislative Caucus, Boston, MA
Strategic Planning: Women's Resource Center, Lawrence, MA
Open Space Conference and Strategic Planning: Hillcrest Family Services; Dubuque, IA
Strategic Planning and Futures Conference: Sinsinawa Dominicans, Sinsinawa, WI
Management Development: Division of Thermo - Electron, Waltham, MA
Management Development: Community Health Center, Boston, MA
Management Development: Bethel Inn and Country Club, Bethel, ME
Staff Development; Team Building: Division of Cambridge Hospital, Cambridge, MA
Professional Development and Management Consultation: Northfield Elementary School,
Northfield, MA
Team Development/ Conflict Resolution Skills Training: City Employees, Amherst, MA
Consultant to the Mayor's Youth Leadership Council: Boston. MA
Team Development, Management Development: Boston Public Schools, Boston, MA
% Work/Family Study. Bank of Boston, Boston, MA
Work/Family Study: Malden Mills, Lawrence, MA
City of Dubuque - Future Search Conference
C. Qualifications
Muriel A. Finegold
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Appreciative Inquiry Training Workshops: Loras College: Cambridge. MA
Designed and delivered "The Reasonable Workplace " -- a simulation and training program for
preventing sexual harassment and promoting positive cross - gender relationships in the workplace
This workshop has been used extensively to tram managers and human resource representatives
r Designed and delivered "Power Plays, a simulation to enable members of organizations to
understand power and empowerment in the workplace. This simulation has been used with many
public- sector employees, with organizations moving toward a team -based environment, as part of
quality- improvement efforts and with management trainees.
Work Experience
Ms. Finegold has been a Principal with EnCompass, a Washington, D.C. -based consulting consortium
since 1998, and from 1989 - 1998 was Principal and Senior Consultant with the Organization
Consultation Center, a division of the Boston Institute for Psychotherapy.
In previous work Ms. Finegold has served as a Consultant to the Wellesley, MA Public Schools; a Social
Work Consultant to the Cambridge, MA Fnends Schools; an Instructor for Catalyst for Women, Boston; a
Clinical Social Worker with the Cambndge Mental Health Center; and a Researcher for Encyclopaedia
Britannica m Cambndge, MA.
Additional Training and Professional Development
• Theory and Practice of Appreciative Inquiry, (David Cooperrider, Diana Whitney) Taos Institute
• Practicum in Appreciative Inquiry, National Training Laboratories (NTL)
• Group Facilitation, Institute of Cultural Affairs
• Participatory Strategic Planning, Institute of Cultural Affairs
• Managing a Future Search Conference (Marvin Weisbord Sandra Janoff)
• Managing Diversity (David Jamieson)
• Open Space Technology (Harrison Owen)
• Self- Organizing Systems (Margaret Wheatley)
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THE WEBB ALLIANCE
MANAGEMENT CON6ULTANT&
D. Scope of Services and
Project Schedule
Planning Meetings
The Webb Alliance is skilled and experienced in the Future Search Conference methodology and is
committed to collaborating with the Planning Committee to design a conference which can best address
the Conference task of articulating a strategy for the future of housing and supportive services in
Dubuque. We know from experience that there are several factors that lead to a successful Conference
• Thorough planning of substantive directions and logistics
• Having a clear task and focus for the Conference
• Including a broad cross - section of stakeholders to assure a breadth of experience, wisdom. and
passion
• Seeking common ground as the platform for action planning rather than problem - solving or
conflict resolution
• Balancing small group explorations with whole group dialogue so that leadership is shared and
every voice is heard
• Putting local issues in a global perspective to enhance the sense of possibility and opportunity
• Holding the Conference in a comfortable, spacious setting, well -lit, with healthy meals and
snacks to keep everyone's energy high
• Working across three days so that there is `soak time" to reflect
• All participants attend the entire Conference so that everyone engages fully in creating a common
future
• Inviting people to publicly declare their intentions for next steps and follow -up
We work with the Planning Committee to create a Conference that honors those conditions and addresses
the Committee's own expectations and criteria for success. Three meetings with the planning committee
and one consultant present is generally sufficient to organize the pre - conference work, assign tasks, and
design the Conference. Other planning details that require consultant input can usually be addressed by
phone or e-mail.
The first planning session introduces the theory and principles of a Future Search Conference. clarifies the
task and focus of the Conference, determines the criteria for selecting stakeholders and creates a list of
possible stakeholders needed to do the job. (Ideally this first meeting is a full day.)
The next two planning meetings address the following items: (Generally two 6 -hour meetings)
• Finalize invitation list and determine responsibilities for inviting stakeholders
• Review customized design
• Define document and presentation content
• Develop dissemination plan and timeline
• Arrange logistics: site. food. workbooks, seating, mixing stakeholder groups, greeters,
registration. supplies. etc
• Plan communication of results and outcomes
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The Future Search Conference
Two consultants will facilitate the 2 '/z day Conference which involves a senes of tasks in which
participants explore their past, present and future in relation to the issue of housing and supportive
services in Dubuque. A brief overview of a preliminary schedule is described below:
Day 1: 4''Ahours
Welcome and overvrew of the Conference
Review of the Past: The first major task is to review the past in terms of personal histones, key world
events, and milestones related to the focus of the Conference. Everyone participates m creating a timeline
and in mixed groups they analyze the data and report out to the whole group.Through their reports. the
group has a picture of who is in the room and their paths to the present time. As in all the major tasks of
the Conference, everybody contributes information and helps interpret what they hear. Small groups
report their conclusions and the whole group engages in dialogue about what they observed, what it
means to them, and its implications for the future.
Introductions in Stakeholder Groups Next participants reorganize into stakeholder groups. Prior to the
Conference, we ask people to bring articles or news clippings or other artifacts that relate to the focus of
the Conference and ask them to tell others in their group why they felt it was important. It starts people
thinking about the Conference before it begins and gets them invested in the task.
Trends Analysis: The final task for this first day is to create a "mind map." The entire group comes
together to map all the trends that have an impact on the topic. This is a whole group creation: one
person's ideas trigger another's ideas and connections. We create a huge map on the wall of political.
social, business, economic, public health, and other trends until we have a collective portrait of world and
community trends affecting our issue People are invited to reflect on the experience and select the trends
they consider most important for the conference.
Day Two: Full day
Trends Analysis (cont l: We begin the day by further reflection and dialogue about the "mind map."
highlighting the trends people selected as most significant. Returning to stakeholder groups, each group
selects those trends they see as most significant, have a dialogue about the relationship of those trends,
and about what they are doing now and need to do in the future about them. Reports from each group are
made and a whole group dialogue makes meaning of our current reality
Focus on the Future: In the afternoon of Day Two participants meet in mixed groups. representing a
cross - section of all stakeholders, and are asked, "If this is our current reality, what do we really want in an
ideal future ?" We ask people to place themselves 5 or 10 years or more into the future and imagine they
have created this ideal. What does it look like? How did it come about? Groups can present their scenario
in whatever way they choose and typically many choose very creative ways. As each scenario is
presented, people make notes on themes and patterns for later discussion. This is the beginning of creating
common ground and of discerning possible plans, policies, projects, etc.
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Day Three: 4 -6 hours
Discovery of Common Ground. The whole group works together with the common themes, suggesting
relationships, clarifying meaning, learning where there is agreement and where there is none. In about an
hour of dialogue groups become clearer about exactly what is the common ground and can begin to focus
on what they want to do about achieving this ideal future.
Action Planning. The last major activity focuses on the next action steps. It is a time to reflect on what has
surfaced and to make commitments as mdividuals and as groups about how participants intend to move
the vision forward. As facilitators, we might propose two rounds of action planning, one with stakeholder
groups, and one around particular areas of interest. Some groups suggest their own form of planning
beyond the Conference. We ask people to fill out an individual action planning form that is given to the
Planning Committee for the final report and for follow -up. We conclude by inviting participants to
publicly share with the group what they want to work on and to determme who wants to work with them
Follow Up Meeting
The Webb Alliance will design and facilitate a follow -up meeting with the Planning Committee. In this
meeting the Planning Committee can debnef the Future Search Conference experience, begin analysis and
assessment of the data, action plans, and outstanding issues for which consensus could not be achieved.
The Planning Committee may want to make recommendations in support of the Action Plans created in
the Conference to the Housing Department, the Housing Commission, the City Council or other
governmental or non governmental organizations. They may make recommendations related to the
Comprehensive Planning process the City will be continuing over the next year
Final Report of the Future Search Conference and Documentation of the Change Process
Undertaken by the City of Dubuque
The Webb Alliance will produce a formal report of the Conference for dissemination to the Conference
participants, and other interested publics. This report will include background, history, actions, and
outcomes of:
• the Appreciative Inquiry process conducted over 1998 -1999
• the planning and problem solving activities undertaken between the City and the landlords to resolve
housing code issues over the past year, and
• the Future Search Conference
This report will include photographs and documentation of each of these processes, stories from
participants, and it will clearly outline how the community achieved consensus through this whole system
participatory process.
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Project Schedule
Establish Planning Committee July /August
Planning Committee — ls Meeting August
Planning Committee — 2n Meeting Mid - September
Planning Committee — 3 Meeting Mid - October
Future Search Conference early November
Follow -Up Meeting early December
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1 TIIE WEBB ALLIANCE
MANAGEMENT CONSULTANTS E. Fees and Compensation
Activity Cost'
1 • Pre Planning' $12,700
Organtzanon, preparation of materials, design and delivery
three planning meetings
• Conference Facilitation' 9,500
Logistical liaison with Conference site; planning and design :,
development of Conference Workbook; delivery of Conference
1 • Conference Report' 3,000
Development of Future Search Conference Report for
Dissemination to participants and other publics
1 • Post Conference Follow Up Meeting 1,500
Planning, design and delivery of 6 -8 hour session with
1 Conference Planning Committee
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Total $26,200
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' 1 Includes consulting fees and all expenses
2 Consultant prepares materials related to the Conference process, including letter of invitation and agenda,
and provides camera -ready copy Client provides copying, collating, and distribution and mailing. Client
' prepares and distributes all materials related to subject
3 Conference is facilitated by two consultants trained and expenenced in Future Search Conference
methodology
' Consultant provides camera-ready materials. Client is responsible for copying and mailing
City of Dubuque — Future Search Conference 10 The Webb Alliance