Design of a municipal program for subsidizing the development of limited equity owner-occupied housing on leased land.... [More]

Assistance in developing program guidelines and RFPs for municipal support of a resale-restricted homeownership program. Review and recommendations for revising "Housing Policies and Objectives," a component of Portland's Comprehensive Plan.... [More]

Evaluation of the effectiveness of the community land trust model in preserving the affordability of owner-occupied housing, retaining public subsidies, and promoting access to homeownership for lower-income families.... [More]

Program design for two new programs: Supportive Services for the Elderly and the Disabled, and Economic Development Program. Development of a Designated Housing Allocation Plan for the elderly and people with disabilities.... [More]

Organizational assessment of a foundering inner-city redevelopment corporation.... [More]

Evaluation of alternative municipal programs for investing CDBG and HOME funds in housing rehabilitation and neighborhood revitalization. Review and revision of policies and procedures for a revolving loan fund offering low-interest loans to homeowners and landlords for residential repairs.... [More]

Feasibility study for expansion and revision of HeadStart services.... [More]

Wal-Mart Housing Impact Study: testimony submitted for land use hearings.... [More]

Critical evaluation of the legislative requirements and administrative procedures for regulating the eligibility, occupancy, and affordability of moderately-priced dwelling units created through Denver’s Inclusionary Housing Ordinance.... [More]

Preparation of a predevelopment plan for establishing a regional “smart growth” land trust for three counties in southeast Florida.... [More]

Assistance in preparing a strategic plan for a proposed Burlington/Plattsburgh Empowerment Zone.... [More]

Assistance in developing a first-time homebuyer program for very low- income residents, using leased land, rehabilitated housing, and permanent affordability restrictions.... [More]

Borrower and investor outreach. Marketing the Fund’s products and services to the local communities of Eastern Massachusetts and Rhode Island. Evaluate potential borrowers, prepare credit memos and present to the Loan Committee.... [More]

Strategic planning with the staff and board, focusing on DNI’s relationship with the Dudley Street Neighborhood Initiative, its "parent" organization.... [More]

Review and recommendations for upgrading property management system. Program design for services and supports "backstopping" low-income homebuyers.... [More]

Design, implement, and facilitate a strategic planning process initiated by the death of the founding executive director; including, the design and analysis of a 300-person survey and 29 interviews of borrowers, investors, peers, collaborators, and donors and, a two-day strategic planning retreat.... [More]

Worked with this CLT to design and implement a 3-year strategic plan, including a “Listening Project” with the land trust’s homeowners.... [More]

Extensive customer satisfaction and market study for this large rural CDFI and technical assistance provider, followed up with research, analysis, and recommendations on three proposed loan products.... [More]

Completion of feasibility analysis to establish a "home equity living plan" for elderly homeowners and first-time homebuyers.... [More]

Strategic assessment of a national network of community land trusts, including facilitation of a planning retreat for CLT leaders and preparation of a report recommending options for "reinventing" this network.... [More]

Market Research, analysis, and design assistance for three new lending products and a secondary market investment product for community land trust home mortgages. Evaluated work-out strategies for struggling borrower and facilitated intervention with other lenders and stakeholders; Loan underwriting and presentation of credit memos to the Loan Committee.... [More]

Recommendations for upgrading capital improvements policy for leaseholders; review of restricted-value appraisals of newly constructed townhouses.... [More]

Completion of a policy manual and an asset management plan for rental portfolio. Planning and program design for establishing a Laconia Area Homeownership Center and a CLT Homeownership Program.... [More]

Assistance to Lee County Commission and Planning Department to develop a Request for Proposals (RFP) to solicit proposals to access $1 million in funding from County to establish a community land trust to create stock of permanently affordable homes in Lee County, Florida. Assistance to County Commission and Planning Department to select project proposal and identify project to receive $1 million commitment.... [More]

Research and report on “options and issues” involved in sponsoring, organizing, and operating a citywide community land trust.... [More]

Assessment and strategic recommendations for strengthening a statewide affordable housing network, presenting options for a more centralized system of nonprofit services and supports.... [More]

Comprehensive market study and analysis for this housing CDFI as it contemplated a geographic expansion and name change, going from a citywide lender to a metropolitan regional lender encompassing several municipalities.... [More]

Market research aimed at developing new financial products for community land trusts and other limited equity homeownership programs.... [More]

Market research, analysis, and design assistance for a new secondary market product for member Community Development Finance Institutions (CDFIs).... [More]

Study of alternative economic indicators for Vermont.... [More]

Evaluation of operational grantsmaking in all nine NRC districts, followed by recommendations for redesigning NeighborWorks America’s operational grantsmaking nationwide. Evaluation of NeighborWorks America’s national program that provides operating grants to members of the NeighborWorks network. Recommendations for revising the underwriting criteria and simplifying the process for awarding these operating grants. In collaboration with Community Investment Associates, facilitated a proposed collaboration/merger process between two NeighborWorks America® capital corporations, NCC and RNA. In collaboration with Community Investment Associates, conducted a capital demand study of the NeighborWork Network.... [More]

Organizational audit of the Westhill Neighborhood Improvement Corporation, commissioned by New York State's Neighborhood Preservation Corporation.... [More]

Assessment and strategic recommendations for strengthening a statewide network of twelve nonprofit housing organizations, with an emphasis on opportunities for closer coordination and collaboration.... [More]

Assisted this cooperative housing lender with organizational development and options for addressing operating issues as they expanded beyond lending into housing development.... [More]

Assistance in developing a subsidy program for "starter" homebuyers, using funds provided by the Mayo Clinic and local businesses to establish a regional community land trust, in and around Rochester, Minnesota.... [More]

Assistance with feasibility analysis for permanent housing facility for chronic inebriates in Bemidji, Minnesota.... [More]

Assessment of the financial solvency of a deeply indebted nonprofit housing developer, commissioned by three social lenders.... [More]

Research and analysis of economic, housing, and demographic trends, contributing to a study of the "cost of sprawl" in Chittenden County, VT.... [More]

Preparation of a feasibility study evaluating possible entry of VCLF into economic development lending.... [More]

Design and facilitation of an eight-month, state-wide planning process, evaluating and redesigning the Vermont Community Development Program, the administrative vehicle for distributing CDBG funds.... [More]

Study of comparative costs of developing affordable housing via a nonprofit housing delivery system. Study of the economic impacts of VHCB's investments in affordable housing and land conservation. Facilitation of staff/board retreat, considering strategic investments and interventions for strengthening Vermont's nonprofit housing and conservation delivery system.... [More]

Feasibility study and program design for the development of a countywide renters insurance program.... [More]

Organizational development and new product design. Designed a new site-acquisition product with terms, conditions, underwriting criteria, and loan policies and procedures.... [More]

Extensive market study for this small CDFI as it considered substantial growth, including geographic expansion, product expansion, name change, and significant changes in capital structure. Provided analysis of primary and interview data; recommendations on product design and capitalization; developed loan policies and procedures; and, facilitated strategic planning process.... [More]

Critique of an inclusionary zoning ordinance under consideration by the City of Madison, conducted on behalf of an alliance of nonprofit housing development organizations.... [More]

Assistance in designing methods and models for the retention of public subsidies in municipally-funded housing projects.... [More]