| Area |
SUBJECT |
LEVEL |
SUMMARY |
PRIMARY PARTNER |
|
ORGANIZATIONAL
DEVELOPMENT |
Overview of Organizational Development Issues |
B |
Summary of issues: legal
structures, board structure, mission statements and strategic plans |
CCEDA, Jim Marshall |
|
Legal Structures |
I-A |
Tax exempt status, 501c3,
501c4 and other non profit designations, partnership and related entity
structures |
CCEDA, NEDLC |
|
Board Structure / Diversity |
I |
Discussion of roles and
responsibilities of board members.
Board skills matching organizational goals and community needs. |
CCEDA, Jim Marshall |
|
Mission
Statement Organizational Goals |
I |
Creation of a mission
statement |
CCEDA, Jim Marshall |
|
Finance |
I |
Training in understanding
organizational financial statements for staff and board members.
Understand what lenders are looking for in statements. |
CCEDA, Allan Gallant |
|
Fundraising |
B |
Fundraising strategies and
successful fundraising programs for non-profit community development
organizations |
CCEDA |
|
Staff Capacity and Staff
Competencies |
I |
Issues related to seeking,
training and retention of key staff. |
CCEDA, Jim Marshall |
|
Strategic Plan, 1-5 Year
Plans, Business Plans |
A |
What are they, how should
they be used and how do we do one. |
CCEDA, Jim Marshall |
STRATEGIC
CED ISSUES |
Introduction to Community
Economic Development |
B |
Overview of Community
Economic Development |
LISC, DTI |
|
Organizational Structure |
B |
Key components of an
organization entering into the field of community economic development. |
CCEDA, LISC |
|
Survey of Real Estate
Development Activities |
B |
Overview of real estate
based projects and activities that community development organizations
engage in. |
CCEDA. DTI |
|
Survey of Business
Development Strategies (TA, Funds, Job Creation) |
B |
Overview of business
development activities such as business technical assistance, loan
funds, business expansion and retention efforts. |
CCEDA, DTI |
|
Short and Long Term CED
Strategies |
I |
Issues and concerns that
should be addressed in determining a CED strategy.
|
CZB LLC |
|
Developing a Neighborhood
Strategies |
I |
Issues and concerns that
needs to be addressed in determining a neighborhood strategy. |
CZB LLC |
|
Management and Structure of
the Development Team |
I |
What are the key issues in
forming a development team. What
should we look for in an architect, engineer or contractor. |
CCEDA |
PROJECT BASED DEVELOPMENT
ISSUES |
Current Trends in CED |
B |
Overview of
'state-of-the-art' projects and a survey of where funding is available |
CCEDA |
|
Market Analysis for CED |
I |
Basics of developing a
market study for CED projects. |
CCEDA, LISC, DTI |
|
Small Business Financial
Analysis |
I - A |
Analysis and underwriting of
small business financial statements |
CCEDA, Allan Gallant |
|
Lenders Forum |
B |
Overview of products and
contacts for community based development organizations. |
CCEDA, Bank Partners |
|
Financial Resources |
I |
Overview of equity and debt
funding resources for financial gaps, short and long term financing. |
CCEDA CDS |
|
What Lenders are Looking For |
B |
Overview of key issues
lenders are concerned with in reviewing CED projects.
Focus on the developer, project and financing and understanding
what gives the lender comfort. |
CCEDA, Bank Partners |
|
Overview of Underwriting and
Financial Structuring |
I |
Key issues and concerns of
lenders underwriting CED projects. |
CCEDA, Bank Partners |
|
Lenders Underwriting |
I |
Specific underwriting
concerns and lending guidelines for specific lenders. |
Bank Partners |
|
Overview of Homeownership
Activities |
B |
Summary of issues and
programs (projects) that are part of an overall homeownership strategy. |
CCEDA |
|
Homeownership Development |
I |
How homeownership projects
are developed (sub-divisions, condominium or single family acquisition
and rehab. |
CCEDA CDS |
|
Homeownership Marketing |
I |
Homeownership training,
credit and budget issues as they relate to homeownership eligibility for
families and individuals. |
FDIC, FannieMae |
|
Rental Development |
A |
Process of developing rental
properties using Low Income Housing Tax Credits. |
LISC, DTI, SCANPH |
|
Bond Financing For Rental
Housing |
A |
Structuring Bond financed
projects for rental housing. |
CCEDA CDS Bank Partners,
Investors |
|
501 C 3 Financing for
Multi-Family Acquisition and Rehab |
A |
Use of 501 C 3 Bonds for
financing multi-family property acquisition and rehab. |
CCEDA CDS |
|
15 Year Closeout of 9% Tax
Credit Deals |
B - A |
Session describes the
various financial structures for 9% tax credit projects as they undergo
the exiting of the limited partner investor. |
CCEDA CDS |
|
Negotiating Best Prices for
Acquisition |
I |
Negotiating the best price
for acquisitions using bargain sales, and tax advantages for specific
tax situations for the seller (tax exempt carry back and charitable
contributions) |
CCEDA CDS |
| Child Care
Facilities |
A |
Underwriting, development
issues and sources of financing for the development of child care
facilities, and issues related to the business. |
CCEDA, LIIF |
|
Health Care Facilities |
A |
Underwriting, development
issues and sources of financing for the development of health care
facilities, and issues related to the business. |
CCEDA, NCB |
|
Charter Schools |
A |
Underwriting, development
issues and sources of financing for the development of charter school
facilities, and issues related to the business. |
CCEDA CDS, NCB |
|
501 C 3 Financing for
Commercial and Office |
A |
Use of 501 C 3 Bonds for
financing commercial acquisition for non profit use. |
CCEDA CDS |
|
New Markets Tax Credit |
B - I |
Session includes summary of
the New Markets Tax Credit process (how they are allocated) and
extensive presentation on existing recipients, their lending and/or
investment programs and guidelines for specific geographies. |
CCEDA, NMTC Providers |
|
Commercial Retail |
A |
Underwriting, development
issues and sources of financing for the development of commercial retail
facilities, and issues related to the operations of the property. |
CCEDA CDS |
|
Commercial Office |
A |
Underwriting, development
issues and sources of financing for the development of office space, and
issues related to the operations of the property. |
CCEDA CDS |
