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Rural Edge

Rural Edge

Location: Lyndonville, VT
Year: 2014
Principals: Gould
Services: Organizations
Description:
Strategic and Business Planning, including financial modeling

Preservation Massachusetts

Preservation Massachusetts

Location: Boston, MA
Year: 2014
Principals: Gilbert
Services: Organizations
Description:
Supported statewide leader in historic preservation advocacy in launching a predevelopment loan fund with research on best practices, program design for the fund and application process, and assistance in screening first-year applicants.

Jamaica Plain Neighborhood Development Corporation

Jamaica Plain Neighborhood Development Corporation

Location: Boston, MA
Year: 2013, 2014
Principals: Gould
Services: Buildings, Organizations
Description:

2014
Provided financing expertise for planning long-term asset management strategy and carrying out the unwind of the NMTC structure used in financing the highly-successful Brewery project. Gilbert, Gould; Buildings

2013
Strategic Planning  Gilbert, Gould; Organizations

Community Development Partnership

Community Development Partnership

Location: Eastham, MA
Year: 2014, 2019
Principals: Weber
Services: Organizations
Description:
Conducted a study of best practices and impediments in managing small scale affordable rental housing in the outer cape region of Cape Cod. 

CEDAC

CEDAC

Location: Boston, MA
Year: 2014
Principals: Gould
Services: Organizations
Description:
Researched and wrote studies on the impact of RAD Part II on preservation of affordable housing in Massachusetts, and on preservation inititiatives of two Massachusetts Moving to Work housing authorities

Housing Development Center

Housing Development Center

Location: Portland, OR
Year: 2009-2013
Principals: Weber
Services: Organizations, Management
Description:

2012-2013
In cooperation with NeighborWorks® America, tailored its two-day portfolio strengthening clinic to HDC’s “Asset Management and Portfolio Preservation” curriculum for Oregon nonprofits and their stakeholders. Organizations

2009-2010
Advised HDC in various aspects of its City of Portland Affordable Housing Portfolio Analysis, including methodology and report.  Included participating in stakeholder review. Management

Neighborhood Housing Services of Chicago

Neighborhood Housing Services of Chicago

Location: Chicago, IL
Year: 2011-2012
Principals: Gould
Services: Organizations
Description:
Created financial models to support organizational planning and restructuring for long-term financial stability as part of strategic planning process.

U.S. Department of Housing & Urban Development

U.S. Department of Housing & Urban Development

Location: Washington, D.C.
Year: 2006-2012
Principals: Elving, Gould, Weber
Services: Organizations, Operations
Description:

2009-2012
Conducted nationwide assessment of what has happened to LIHTC properties when they reach Year 15 and the potential end of their affordability restrictions. Project in association with Abt Associates. Elving, Gould; Organizations

2009-2010
As part of a study with Abt Associates, evaluated the effectiveness of HUD’s Section 202 Demonstration Planning Grant (DPG) Program in reducing delays in developing low-income elderly housing. Gould, Weber; Organizations

2006-2009
Developed curriculum and taught under contracts with Nan McKay & Associates and Econometrica, Inc. HUD’s asset-based management model for public housing authorities. Teach or act as “subject matter expert” with IREM and Bearing Point in multi-day regional trainings for public housing regional staff in public housing’s transition to asset-based management.Trainings delivered nationally to large regional groups as well as to individual housing authorities.  Weber; Operations

The Caleb Foundation

The Caleb Foundation

Location: Swampscott, MA
Year: 2011-2012, 2015
Principals: Weber
Services: Organizations, Management
Description:

2012, 2015-16, 2018-19
Strategic and Asset Management Planning; staff training

 

Natick Housing Authority

Natick Housing Authority

Location: Natick, MA
Year: 2012, 2015
Principals: Weber
Services: Organizations
Description:
Assessment of organizational structure, policies and procedures with specific operational recommendations.

Roxse Homes

Roxse Homes

Location: Boston, MA
Year: 2010-2011
Principals: Weber
Services: Organizations
Description:
Developed and taught ten sessions (plus two exams) on key property and asset management elements to position tenant. Board to be approved for majority or sole owner role of a 346- unit, Section 8 rental community in Boston.

NHS of the South Shore

NHS of the South

Location: Quincy, MA
Year: 2011
Principals: Gilbert
Services: Organizations
Description:
Assessed expansion into new geographic territory including SWOT analysis, stakeholder interviews and identification of resources needed.