Burlington Associates

Cooperative Fund of New England (Amherst, MA)

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.

Institute for Community Economics – Revolving Loan Fund (Springfield, MA)

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.

Mile High Housing Fund (Denver, CO)

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.

Housing Assistance Council (Washington, DC)

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.

Westchester Housing Fund (Hawthorn, NY)

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.

Northcountry Cooperative Development Fund (Minneapolis, MN)

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

Virginia Foundation for Affordable Housing Preservation (Virginia)

Organizational development and new product design.

Designed a new site-acquisition product with terms, conditions, underwriting criteria, and loan policies and procedures.

National Community Capital Association (Washington, DC)

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

City of Denver (Denver, CO)

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.

Wisconsin Housing Partnership (Madison, WI)

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

Addison County Community Action Group (Middlebury, VT)

Recruitment of a new executive director for ACCAG, including design of hiring and interview process.

Burlington Community Land Trust (Burlington, VT)

Preparation of grant application for Childhood Development Program.

Burlington Housing Authority Burlington, VT)

Preparation of funding proposals for two new programs: Supportive Services for the Elderly and the Disabled, and Economic Development Program.

Champlain Valley Office of Economic Opportunity (Burlington, VT)

Preparation of an Early HeadStart grant application for a four county area on behalf of six non-profit organizations.

Preparation of Second Year Continuation grant application.

Central Vermont Community Land Trust (Barre, VT)

Recruitment of a new executive director for CVCLT, following its merger with Barre NHS.