Common use of STATEMENT OF FACTS Clause in Contracts

STATEMENT OF FACTS. Moving to Work (MTW) is a demonstration program legislated by Congress in 1996 that provides increased autonomy for selected Public Housing Agencies (PHA) to meet specific local housing needs. The MTW Demonstration Program provides participating PHAs flexibility to test various housing approaches that achieve greater cost effectiveness, provide incentives to residents to obtain employment and become economically self-sufficient, and to increase housing choices for low-income families. MTW legislation allows participating PHAs to combine federal resources from the Operating Budget, Capital Fund, and the Housing Choice Voucher (HCV) Tenant-Based Rental Assistance programs, and the flexibility to efficiently utilize these HUD funding sources. In October 1997, the former Housing Authority of Louisville (HAL) was chosen as one of 24 MTW Demonstration awardees. HAL’s MTW Agreement, which specified the regulatory relief afforded to the organization, was finalized and signed on August 2, 1999, and was originally for a five-year period. This agreement, which now covers the Louisville Metro Housing Authority (LMHA), was set to expire as of June 30, 2005. LMHA was fortunate to receive a one-year extension, followed by an additional three-year extension. On December 20, 2007, HUD notified LMHA of its intent to amend and restate MTW agreements with participating PHAs. This new agreement was adopted by the Board on April 15, 2008 and extended participation in the MTW Program until June 30, 2018. On April 14, 2016, Congress extended the MTW demonstration to 2028. A second Amended and Restated Agreement was modified and approved on March 17, 2020. MTW agencies are required to prepare and submit MTW Annual Plans in lieu of PHA Annual Plans, which are required of all other agencies. In compliance with this requirement, the LMHA Board of Commissioners adopted the FY 2024 MTW Annual Plan on April 18, 2023, and the Plan was submitted to HUD on April 24, 2023 and approved by HUD on June 30, 2023. LMHA subsequently found it necessary to amend the FY 2024 MTW Annual Plan and Amendment 1 was adopted by the LMHA Board of Commissioners on December 19, 2023, submitted to HUD on December 22, 2023, and approved by HUD on May 3, 2024.

STATEMENT OF FACTS. ‌‌ Moving to Work (MTW) is a demonstration program legislated by Congress in 1996 that provides increased autonomy for selected Public Housing Agencies (PHA) to meet specific local housing needs. The MTW Demonstration Program provides participating PHAs flexibility to test evaluate various housing approaches that achieve greater cost effectiveness, provide incentives to residents to obtain employment and become economically self-sufficient, and to increase housing choices for low-income families. MTW legislation allows participating PHAs to combine federal resources from the Operating Budget, Capital Fund, and the Housing Choice Voucher (HCV) Tenant-Based Rental Assistance programs, and the flexibility to efficiently utilize these HUD funding sources. In October 1997, the former Housing Authority of Louisville (HAL) was chosen as one of 24 MTW Demonstration awardees. HAL’s MTW Agreement, which specified the regulatory relief afforded to the organization, was finalized and signed on August 2, 1999, and was originally drafted for a five-year period. This agreement, which now covers the Louisville Metro Housing Authority (LMHA), was set to expire as of on June 30, 2005. LMHA was fortunate to receive a one-year extension, extension followed by an additional three-year extension. On December 20, 2007, HUD notified LMHA of its intent to amend and restate MTW agreements with participating PHAs. This new agreement was adopted by the Board on April 15, 2008 and extended participation in the MTW Program until June 30, 2018. On April 14This date was later extended to June 30, 2016, Congress extended the MTW demonstration to 2028. A second Amended and Restated Agreement was modified and approved on March 17, 2020. MTW agencies are required to prepare and submit MTW Annual Plans in lieu of PHA Annual Plans, which are required of all other agenciesPHAs. In compliance with this requirement, the LMHA Board of Commissioners adopted is set to adopt the FY 2024 MTW Annual Plan on April 18, 2023, and the Plan was will be submitted to HUD on by April 24, 2023 and approved by HUD on June 3021, 2023. LMHA subsequently found it necessary to amend the The FY 2024 MTW Annual Plan and Amendment 1 was adopted by the LMHA Board of Commissioners on December 19made available for public comment from March 17, 2023, submitted to HUD on December 22through April 17, 2023. A public hearing to discuss the proposed Plan was held on March 28, and approved by HUD on May 3, 20242023.

STATEMENT OF FACTS. Moving to Work (MTW) is a demonstration program legislated by Congress in 1996 that provides increased autonomy for selected Public Housing Agencies (PHA) to meet specific local housing needs. The MTW Demonstration Program provides participating PHAs flexibility to test evaluate various housing approaches that achieve greater cost effectiveness, provide incentives to residents to obtain employment and become economically self-sufficient, and to increase housing choices for low-income families. MTW legislation allows participating PHAs to combine federal resources from the Operating Budget, Capital Fund, and the Housing Choice Voucher (HCV) Tenant-Based Rental Assistance programs, and the flexibility to efficiently utilize these HUD funding sources. In October 1997, the former Housing Authority of Louisville (HAL) was chosen as one of 24 MTW Demonstration awardees. HAL’s MTW Agreement, which specified the regulatory relief afforded to the organization, was finalized and signed on August 2, 1999, and was originally drafted for a five-year period. This agreement, which now covers the Louisville Metro Housing Authority (LMHA), was set to expire as of on June 30, 2005. LMHA was fortunate to receive a one-year extension, extension followed by an additional three-year extension. On December 20, 2007, HUD notified LMHA of its intent to amend and restate MTW agreements with participating PHAs. This new agreement was adopted by the Board on April 15, 2008 and extended participation in the MTW Program until June 30, 2018. On April 14This date was later extended to June 30, 2016, Congress extended the MTW demonstration to 2028. A second Amended and Restated Agreement was modified and approved on March 17, 2020. MTW agencies are required to prepare and submit MTW Annual Plans in lieu of PHA Annual Plans, which are required of all other agencies. In compliance with this requirement, the LMHA Board of Commissioners adopted is set to adopt the FY 2024 2023 MTW Annual Plan on April 1819, 2023, 2022 and the Plan was will be submitted to HUD on by April 2422, 2023 and approved by HUD on June 30, 20232022. LMHA subsequently found it necessary hired Edgemere Consulting Corporation to amend assist in the development of MTW Plans and Reports and other related MTW activities. The FY 2024 2023 MTW Annual Plan has been prepared and Amendment 1 made available for public comment on March 18, 2022 through April 18, 2022. A public hearing to discuss the proposed Plan was adopted by the LMHA Board of Commissioners held on December 19March 29, 2023, submitted to HUD on December 22, 2023, and approved by HUD on May 3, 20242022.

STATEMENT OF FACTS. Moving to Work (MTW) is a demonstration program legislated by Congress in 1996 that provides increased autonomy for selected Public Housing Agencies (PHAPHAs) to meet specific local housing needs. The MTW Demonstration Program provides participating PHAs flexibility to test various housing approaches that achieve greater cost effectiveness, provide incentives to residents to obtain employment and become economically self-sufficient, and to increase housing choices for low-income families. MTW legislation allows participating PHAs to combine federal resources from the Operating Budget, Capital Fund, and the Housing Choice Voucher (HCV) Tenant-Based Rental Assistance programs, and the flexibility to efficiently utilize these HUD funding sources. In October 1997, the former Housing Authority of Louisville (HAL) was chosen as one of 24 MTW Demonstration awardees. HAL’s MTW Agreement, which specified the regulatory relief afforded to the organization, was finalized and signed on August 2, 1999, and was originally drafted for a five-year period. This agreement, which now covers the Louisville Metro Housing Authority (LMHA), was set to expire as of on June 30, 2005. LMHA was fortunate to receive a one-year extension, extension followed by an additional three-year extension. On December 20, 2007, HUD notified LMHA of its intent to amend and restate MTW agreements with participating PHAs. This new agreement was adopted by the Board on April 15, 2008 and extended participation in the MTW Program until June 30, 2018. On April 14This date was later extended to June 30, 2016, Congress extended the MTW demonstration to 2028. A second Amended and Restated Agreement was modified and approved on March 17, 2020. MTW agencies are required to prepare and submit MTW Annual Plans in lieu of PHA Annual Plans, which are required of all other agencies. In compliance with this requirement, the LMHA Board of Commissioners adopted is set to adopt the FY 2024 2022 MTW Annual Plan on April 1820, 2023, 2021 and the Plan was will be submitted to HUD on by April 2423, 2023 and approved by HUD on June 30, 20232021. LMHA subsequently found it necessary hired Edgemere Consulting Corporation (Edgemere) to amend assist in the development of MTW Plans and Reports and other related MTW activities. The FY 2024 2022 MTW Annual Plan has been prepared and Amendment 1 made available for public comment on March 11, 2021 through April 10, 2021. A public hearing to discuss the proposed Plan was adopted by held on March 24, 2021. LMHA proposes three new activities for FY 2022, two of which were proposed as amendments to the FY 2021 Plan. LMHA Board is awaiting HUD approval of Commissioners on December 19, 2023, submitted to HUD on December 22, 2023, the amendments as of the writing of this plan and approved by HUD on May 3, 2024.therefore includes these activities I. STATEMENT OF FACTS (cont’d):

STATEMENT OF FACTS. Moving to Work (MTW) is a demonstration program legislated by Congress in 1996 that provides increased autonomy for selected Public Housing Agencies (PHAPHAs) to meet specific local housing needs. The MTW Demonstration Program provides participating PHAs flexibility to test various housing approaches that achieve greater cost effectiveness, provide incentives to residents to obtain employment and become economically self-sufficient, and to increase housing choices for low-income families. MTW legislation allows participating PHAs to combine federal resources from the Operating Budget, Capital Fund, and the Housing Choice Voucher (HCV) Tenant-Based Rental Assistance programs, and the flexibility to efficiently utilize these HUD funding sources. In October 1997, the former Housing Authority of Louisville (HAL) was chosen as one of 24 MTW Demonstration awardees. HAL’s MTW Agreement, which specified the regulatory relief afforded to the organization, was finalized and signed on August 2, 1999, and was originally for a five-year period. This agreement, which now covers the Louisville Metro Housing Authority (LMHA), was set to expire as of June 30, 2005. LMHA was fortunate to receive a one-year extension, followed by an additional three-year extension. On December 20, 2007, HUD notified LMHA of its intent to amend and restate MTW agreements with participating PHAs. This new agreement was adopted by the Board on April 15, 2008 and extended participation in the MTW Program until June 30, 2018. On April 14, 2016, Congress extended the MTW demonstration to 2028. A second Amended and Restated Agreement was modified and approved on March 17, 2020. MTW agencies are required to prepare and submit MTW Annual Plans in lieu of PHA Annual Plans, which are required of all other agencies. In compliance with this requirement, the LMHA Board of Commissioners adopted the FY 2024 2023 MTW Annual Plan (Version 1) on April 1819, 2023, 2022 and the Plan was submitted to HUD on April 2422, 2022. HUD subsequently provided comments on the submitted FY 2023 MTW Annual Plan (Version 1). In response to these comments, LMHA made changes to the FY 2023 MTW Annual Plan and resubmitted a revised FY 2023 MTW Annual Plan (Version 2) to HUD on June 23, 2022. These revisions were approved by HUD on June 30July 1, 2023. LMHA subsequently found it necessary to amend the FY 2024 MTW Annual Plan and Amendment 1 was adopted by the LMHA Board of Commissioners on December 19, 2023, submitted to HUD on December 22, 2023, and approved by HUD on May 3, 20242022. I. STATEMENT OF FACTS (cont’d):

STATEMENT OF FACTS. Moving to Work (MTW) is a demonstration program legislated by Congress in 1996 that provides increased autonomy for selected Public Housing Agencies (PHA) to meet specific local housing needs. The MTW Demonstration Program provides participating PHAs flexibility to test various housing approaches that achieve greater cost effectiveness, provide incentives to residents to obtain employment and become economically self-sufficient, and to increase housing choices for low-income families. MTW legislation allows participating PHAs to combine federal resources from the Operating Budget, Capital Fund, and the Housing Choice Voucher (HCV) Tenant-Based Rental Assistance programs, and the flexibility to efficiently utilize these HUD funding sources. In October 1997, the former Housing Authority of Louisville (HAL) was chosen as one of 24 MTW Demonstration awardees. HAL’s MTW Agreement, which specified the regulatory relief afforded to the organization, was finalized and signed on August 2, 1999, and was originally for a five-year period. This agreement, which now covers the Louisville Metro Housing Authority (LMHA), was set to expire as of June 30, 2005. LMHA was fortunate to receive a one-year extension, followed by an additional three-year extension. On December 20, 2007, HUD notified LMHA of its intent to amend and restate MTW agreements with participating PHAs. This new agreement was adopted by the Board on April 15, 2008 and extended participation in the MTW Program until June 30, 2018. On April 14, 2016, Congress extended the MTW demonstration to 2028. A second Amended and Restated Agreement was modified and approved on March 17, 2020. MTW agencies are required to prepare and submit MTW Annual Plans in lieu of PHA Annual Plans, which are required of all other agencies. In compliance with this requirement, the LMHA Board of Commissioners adopted the FY 2024 MTW Annual Plan (Version 1) on April 18, 2023, 2023 and the Plan was submitted to HUD on April 24, 2023 and approved by HUD on June 30, 2023. HUD subsequently provided comments on the submitted FY 2024 MTW Annual Plan (Version 1). In response to these comments, LMHA subsequently found it necessary made changes to amend the FY 2024 MTW Annual Plan and Amendment 1 was adopted by the LMHA Board of Commissioners on December 19, 2023, submitted to HUD on December 22, 2023, and approved by HUD on May 3, 2024.resubmitted a revised FY 2024 MTW Annual I. STATEMENT OF FACTS (cont’d):

STATEMENT OF FACTS. Moving to Work (MTW) is a demonstration program legislated by Congress in 1996 that provides increased autonomy for selected Public Housing Agencies (PHAPHAs) to meet specific local housing needs. The MTW Demonstration Program provides participating PHAs flexibility to test various housing approaches that achieve greater cost effectiveness, provide incentives to residents to obtain employment and become economically self-sufficient, and to increase housing choices for low-income families. MTW legislation allows participating PHAs to combine federal resources from the Operating Budget, Capital Fund, and the Housing Choice Voucher (HCV) Tenant-Based Rental Assistance programs, and the flexibility to efficiently utilize these HUD funding sources. In October 1997, the former Housing Authority of Louisville (HAL) was chosen as one of 24 MTW Demonstration awardees. HAL’s MTW Agreement, which specified the regulatory relief afforded to the organization, was finalized and signed on August 2, 1999, and was originally for a five-year period. This agreement, which now covers the Louisville Metro Housing Authority (LMHA), was set to expire as of June 30, 2005. LMHA was fortunate to receive a one-one- year extension, followed by an additional three-year extension. On December 20, 2007, HUD notified LMHA of its intent to amend and restate MTW agreements with participating PHAs. This new agreement was adopted by the Board on April 15, 2008 and extended participation in the MTW Program until June 30, 2018. On April 14, 2016, Congress extended the MTW demonstration to 2028. A second Amended and Restated Agreement was modified and approved on March 17, 2020. MTW agencies are required to prepare and submit MTW Annual Plans in lieu of PHA Annual Plans, which are required of all other agencies. In compliance with this requirement, the LMHA Board of Commissioners adopted the FY 2024 2021 MTW Annual Plan (Version 1) on April 1821, 2023, 2020 and the Plan was submitted to HUD on April 2423, 2023 and approved by HUD on June 30, 20232020. LMHA subsequently found it necessary to amend the APPROVAL OF AMENDMENT TO FY 2024 MTW Annual Plan and Amendment 1 was adopted by the LMHA Board of Commissioners on December 19, 2023, submitted to HUD on December 22, 2023, and approved by HUD on May 2021 MOVING TO WORK ANNUAL PLAN (APPROVAL OF VERSION 3, 2024.)

STATEMENT OF FACTS. Moving to Work (MTW) is a demonstration program legislated by Congress in 1996 that provides increased autonomy for selected Public Housing Agencies (PHAPHAs) to meet specific local housing needs. The MTW Demonstration Program provides participating PHAs flexibility to test various housing approaches that achieve greater cost effectiveness, provide incentives to residents to obtain employment and become economically self-sufficient, and to increase housing choices for low-income families. MTW legislation allows participating PHAs to combine federal resources from the Operating Budget, Capital Fund, and the Housing Choice Voucher (HCV) Tenant-Based Rental Assistance programs, and the flexibility to efficiently utilize these HUD funding sources. In October 1997, the former Housing Authority of Louisville (HAL) was chosen as one of 24 MTW Demonstration awardees. HAL’s MTW Agreement, which specified the regulatory relief afforded to the organization, was finalized and signed on August 2, 1999, and was originally for a five-year period. This agreement, which now covers the Louisville Metro Housing Authority (LMHA), was set to expire as of on June 30, 2005. LMHA was fortunate to receive a one-year extension, extension followed by an additional three-year extension. On December 20, 2007, HUD notified LMHA of its intent to amend and restate MTW agreements with participating PHAs. This new agreement was adopted by the Board on April 15, 2008 and extended participation in the MTW Program until June 30, 2018. On April 14This date was later extended to June 30, 2016, Congress extended the MTW demonstration to 2028. A second Amended and Restated Agreement was modified and approved on March 17, 2020. MTW agencies are required to prepare and submit MTW Annual Plans in lieu of PHA Annual Plans, which are required of all other agencies. In compliance with this requirement, the LMHA Board of Commissioners adopted is set to adopt the FY 2024 2021 MTW Annual Plan on April 1821, 2023, 2020 and the Plan was will be submitted to HUD on April 2422, 2023 and approved by HUD on June 30, 20232020. LMHA subsequently found it necessary hired Edgemere Consulting Corporation (Edgemere) to amend assist in the development of MTW Plans and Reports and other related MTW activities. The FY 2024 2021 MTW Annual Plan has been prepared and Amendment 1 made available for public comment on March 5, 2020 through April 4, 2020. A public hearing to discuss the proposed Plan was adopted by the LMHA Board of Commissioners held on December March 19, 2023, submitted to HUD on December 22, 2023, and approved by HUD on May 3, 20242020.