OMB XXXX Survey for Community Development Marketplace Project Inv

Survey of Community Development Marketplace Project Inventory and Recipients and Proverds of HUD Technical Assistance and Training

Survey for Community Development Marketplace Project Inventory

Survey of Community Development Marketplace Project Inventory and Recipients and Providers of HUD Technical Assistance and Training

OMB: 2506-0212

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Community Development Marketplace

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Paperwork Reduction Act Burden: According to the Paperwork Reduction Act of 1995, no
persons are required to respond to a collection of information unless such collection displays a
valid OMB control number. This collection of information is optional and will assist HUD and
other federal agencies to improve the quality, relevance, and delivery of technical assistance
resources. The total time required to complete this survey is estimated to average two hours
and fifteen minutes (2.25 hours) including the time to review instructions, gather the data
needed, and complete and review the survey. If you have any comments concerning the
accuracy of the time estimate(s) or suggestions for improving this form, please write to: U.S.
Department of Housing and Urban Development, Office of Economic Development, Room 7136,
Washington, D.C. 20410.
Privacy Act Statement: The Privacy Act of 1974 (P.L. 93-579) requires that you be given certain
information in connection with the request for information solicited on this form. Accordingly,
pursuant to the requirements of the Act, please be advised:
Authorization: This collection of information is authorized under Sections 2 and 3 of the
HUD Act, 42 U.S.C. 3531-32, “to assist the President in achieving maximum coordination of
the various Federal activities that have a major effect upon urban community, suburban or
metropolitan development; …and to exercise leadership…in coordinating Federal activities
affecting housing and urban development.”
Purpose: HUD does not typically receive information on specific projects and activities
using formula grant funds before the grant funds have been expended. The Community
Development Marketplace (CDM) survey requests such information in order for HUD to
more accurately refer grantees and sub-grantees to useful information about best practices
and eligible uses and administrative requirements during the planning and predevelopment
periods, when they need such information the most. In addition, HUD will use the
information to refer applicants to similar materials and information from other federal
agencies and available non-federal resources.
Uses: This information collection is entirely voluntary. Any information collected may
be seen, used, and shared by HUD staff, contractors, and TA providers and with permission,
shared widely with federal partners, external parties, and the public, and used in various
collaboration tools and platforms in order to help improve HUD and other federal agencies’
technical assistance processes and procedures.
Disclosure: Voluntary. Any information collected in this information collection, if
permission is provided, may be made accessible to the public and shared widely. Other
than professional or business contact information, please do NOT submit any personally
identifiable information as part of this information collection form, defined as any
information which can be used to distinguish or trace an individual's identity, such as name,
social security number, biometric records, etc. alone, or when combined with other
personal or identifying information which is linked or linkable to a specific individual, such
as date and place of birth, mother’s maiden name, etc.

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PROJECT INTAKE FULL SURVEY TEMPLATE AND EXAMPLES
This survey can be completed for one major project or activity associated with a community
development strategy. Use this template as a guide for submitting this activity or project to the
Community Development Marketplace.
There are 36 questions. Only the Abstract/Lead Organization Information is mandatory for
acceptance. All other questions are voluntary. Not all questions will be relevant for every
project. However, the effectiveness of Community Development Marketplace engagement
depends the quality of data received through this survey. Please answer as many questions as
possible to the best of your ability. If you have any questions, please email [email protected]
The survey is estimated to take about 2.25 hours.
* Required Questions
1. *PERMISSIONS:
As the lead project point of contact, or the designated representative of the lead project
organization, I give HUD permission to share any and all information included in this survey
with the public, including: point of contact information, geography, and any attached
photography.
Yes, I give permission.
No, I do not give permission.

Information sharing permission is required to match and connect communities and target
technical assistance. HUD reserves the right to make minor corrections to a Project Survey in order to
improve the quality of information displayed publically.

As the lead project point of contact, or the designated representative of the lead project
organization, I give HUD permission to contact me and/or my organization with additional
information on relevant evidence, best practices, or opportunities related to my project and
its type of policy or practice.
Yes, I give permission.
No, I do not give permission.

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Abstract /Lead Organization Information
2.*Project Name:
Example: 123 Main Street Mixed Use Affordable Housing Project

3.*Lead Organization Name:

4.*Lead Organization Address:
[Full Street Address, Bldg., Rm #]
[City, State, Zip Code]
5.*Type of Lead Organization:
Choose 1:

Local Government or Local Government Agency
State or Regional Government Agency
Local Nonprofit Organization
Regional or National Nonprofit Organization
Public Housing Authority
Local Education Agency/School District
Local Healthcare Provider/Health Agency
Metropolitan Planning Organization
Community Housing Development Organization
Other Public Authority (Transit, Utilities, etc)
College/University or Research Group
Other

6.*Lead Organization Point of Contact for this project: Type in:
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Name:
Title:
Email:
Phone #:

Lead Organization General Capacity
7. Lead Organization General Information: Type in: A brief list of other major federal grant funded
projects and activities that this lead organization has completed (within the last 8 years), including the
federal grant program name, brief project description, start and end dates, and key outcomes.

Example:
Our organization is a local nonprofit community development agency that has received, and
completed the following grant projects involving federal funds in the past 8 years:
52 South Street Low-Income Housing Development 2009, CDBG funds from City of
Eastwest ($100,000), 2008 HOME funds from City of Eastwest ($39,000), start 7/21/08,
completed 9/21/10. Constructed 28 new section 8 two-bdr apt units, 100% occupied
4960 Main Street Rehab Project, 2010 NSP funds from City of Eastwest ($50,000),
started 12/21/10, completed 4/21/11. Rehabbed multifamily unit in disrepair.
14th Street Rehab Project, 2013 CDBG-DR Funds from State Housing Development
Agency ($168,000), started 7/21/13, completed 4/21/14, Repaired and rehabbed 21
low/mod income single family homes damaged in June 2013 floods.
8. Lead Organization General Information: Please provide an estimate as to the percentage of the lead
organization's total annual revenue that came from federal grant funds in the most recent year available
Type in: Numerical Estimate 0-100

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Location and Service Area
9. Project Address (Where this project primarily takes place): If applicable, type in:
Full Street Address:
City, State, Zip Code:

10. Project Service Area Geographies* (The places served by this project): If applicable, type in:
Cities:
Counties:
States:
Tribal Areas:
Census Tracts (2010):

* Service area is defined as "the entire area served by the activity or project as determined
by the lead organization” Must be one contiguous area, usually not to exceed the
jurisdictional boundaries of one unit of general local government (City, County, Tribal Area).
Please direct questions regarding the project service area to [email protected].
Example: Census Tract # 26055551000
Census Tract # 26055551200 or 5512
(NOTE: Full 11-digit Census Tract # preferred. If using the 4 or 6-digit Census Tract #,
then Service Area Geographies City/County, and State must be filled in above)
To Find Census Tract Numbers:

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Option 1: Go to CPD Maps: http://egis.hud.gov/cpdmaps/. Search address or zoom in to project location
using interactive map, click on "Layers" button at the top. In the layers window, click on the "Other"
folder, then click the "Other" subfolder and check the box for "Census Tract Labels" then go to the
"Boundaries" folder, click on the "Other subfolder" and check the box for "Census Tracts". Record the
applicable census tracts below.
Option 2: Go to U.S. Census website: https://www.census.gov/geo/maps-data/maps/2010tract.html to
find Census Tract Maps (navigate to state, then county, and then start with reference map #00 if more
than one)

11. Project Service Area – Place-based Programs and other Conditions Please check any or all place
based designations and conditions that apply to this project's service area.

Federally Designated Promise Zone
Promise Neighborhood (Dept. of Education)
Locally Designated Neighborhood Revitalization Strategy Area (NRSA)
Strong Cities/Strong Communities (SC2) Designee
HUD Sustainable Communities Regional Planning Grant Area
HUD Community Challenge Planning Grant Area
Choice Neighborhood
Meets Low/Moderate Income (LMI) Area Benefit Requirements for CDBG projects*
Qualified Census Tract for Low Income Housing Tax Credits (LIHTC)*
Locally designated Slum or Blighted Area
Experienced a Presidentially Declared Disaster within the last 5 years
CMMI Accountable Health Community
Investing in Manufacturing Communities Partnership (IMCP)
Building Neighborhood Capacity Program (BNCP)
My Brother's Keeper Challenge Community
Any other designations of note (Please identify below)

*Please visit https://egis.hud.gov/cpdmaps/ . To see designations, click top left “Show Layers”, then click
“Boundaries”, then “Other” and check “Low/Mod Block Group” or “Qualified Census Tract”. An area

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benefit activity is an activity which is available to benefit all the residents of an area which is primarily
residential. In order to qualify on an area basis, an activity must meet the identified needs of Low/Mod
income persons residing in a service area where at least 51% of the residents (or less if the “upper
quartile” applies to the CDBG grantee, as described below) are Low/Mod income persons. The benefits of
this type of activity are available to all residents in the area regardless of income. A service area that
contains a percent of Low/Mod income persons that is not lower than that contained in the CDBG
grantee’s upper one-fourth of all areas within its jurisdiction in terms of the degree of concentration of
Low/Mod income population is considered qualified. This is sometimes referred to as the “exception
criteria” or the “upper quartile.”
https://www.hudexchange.info/resources/documents/CDBG_Guide_National_Objectives_Eligible_Activiti
es.pdf

12. Project Service Area Citizen Participation Details: Type in: Any details about citizen participation
and engagement related to this project (name of neighborhoods, any citizen groups/neighborhood
associations involved, plans for further citizen engagement, challenges in engagement related to
population/geography)

Example:
As of April 2016, the lead project organization has hosted 3 public hearings with representatives
from the City of Eastwest, as well as presenting at both neighborhood associations representing
the downtown residential area. English-Spanish translators were on hand at all input sessions
and provided services to at least 10 people. The organization produces a monthly newsletter
which details progress on this project which is distributed via email and mail to interested
residents and posted at 2 community centers.

Strategy and Affiliations
13. Strategy: Type in: If this project makes up a major action item or component of a larger strategy or
community goal, briefly describe that overall goal or strategy and please include any references or
citations

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Example:
This mixed use main street development project furthers the City's goal to redevelop vacant lots
in strategic areas in order to create a vibrant, sustainable, and inclusive Downtown Eastwest.
The project is a major action item in both the City's 2014 Downtown Development Plan (located
at http://web-link-here.gov) and 2015 Affordable Housing Plan (located at http://web-linkhere.gov).
14. Federal Program Affiliations: Type in: Any Federal grant programs for which this project has
applied, (including applied but not received), received funds, or has had any designation, affiliation,
intervention, or direct involvement in the last 8 years. (Please include basic details next to each)
Federal Agency

Program / Grant
Name

Status

Year of Grant
(Grant period start
year)

Grantee/
Receiving
Organization
Name

1.

2.

3.

4.

Example:
1. Housing and
Urban
Development

NSP2

Awarded/In
Progress

8

2013

City of Eastwest

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2. Housing and
Urban
Development

Fair Housing
Initiative Program

Applied, not
received

2014

3. Transportation FTA National Public Awarded/In
Transportation/TOD Progress
Technical
Assistance Initiative

2014

Eastwest
Affordable
Housing
Development
Corporation
Eastwest
Downtown
Development
Authority

15. Federal Online Systems: If one or more programs above are selected, please check any or all online
systems in which this project is registered or tracked:

DRGR
EPIC
e-snaps
HDX: The Homelessness Data Exchange
FSRS
HEROS
HMIS
IDIS
PIC: The PIH Information Center

SPEARS (FHEO)
LOCCS/e-LOCCS
Other Federal Online System
N/A

16. Non-Federal Program Affiliations: Type in: List any additional non-federal programs of affiliation or
strategies in which this program has substantial involvement, and please include additional details. (May
be any state government, local government, nonprofit, or private programs or initiatives)

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Example:
This project is affiliated with the "Main Street, USA" Initiative of the National Downtown
Association (nonprofit advocacy group of Downtown Development Authorities), with project
evaluation and technical assistance provided by North Central University. The Initiative seeks to
promote new developments in downtown districts and study their effects on economic
indicators. More information can be found at (http://web-link-here.com). The project will also
apply for LEED certification through the U.S. Green Building Council for new construction energy
efficiency. More information about the USGBC is available at (http://web-link-here.com).

Project Details
17. Project Description: Type in: A brief description of the activity, project, or intervention.

Example:
The 123 Main Street Mixed Use Affordable Housing Project is a plan to build a 5-story, 80,000 sq.
ft. mixed use development on the vacant corner of Main Street and Park Drive in Downtown
Eastwest. The development will comprise 28 income-restricted affordable units. The
development will also include 10,000 sq. ft. of retail space on the ground floor, and 6,000 sq. ft.
of resource/education space on the second floor. The building facilities are designed to be
energy efficient and achieve LEED Gold Status. The project has the potential to be Transit
Oriented Development for purposes of U.S. DOT financing. $22 million in street improvements
are included in this project. The total projected cost of the development is $32.1 million and it is
expected to be completed in 2018.

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18. Peer Cohort Admission: Select the peer cohort or cohorts (from Appendix A) that best relate to the
core goal and policy area of proposed activity. You may select up to three prioritized by the most
relevant. Placement into a peer cohort is not guaranteed. (The Community Development Marketplace
is based on the foundation that each quality project submitted to us can be shared and connected to a
peer cohort community of up to 30 parallel projects across the country, and become involved in
facilitated conversations, resource and data sharing, and links to field and subject matter experts as the
project progresses and overcomes barriers and challenges). Please download and search the Peer
Cohort Search tool located at [[http://web-link-here.com]] to see other projects currently involved the
represented peer cohorts under each category.
Peer Cohort ID# (First Choice) (i.e. EC14)

Peer Cohort ID# (Second Choice)
Peer Cohort ID# (Third Choice)

Or propose your own cohort: Please give a brief description

Names and Email Addresses of other project managers, staff, or other stakeholders who should be
included in the Peer Cohort engagement - NOT including the Project Lead Point of Contact (already
included). There will be later opportunities to extend this invite to more people after further
involvement in the cohort.
NAME
1.

EMAIL ADDRESS (Please Check for Typos!)

2.

3.

4.

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5.

6.

7.

8.

19. Rationale/Evidence: Type in: List any models or evidence based practices used in the proposal or
implementation of this project or activity

Example:
This project is based on extensive review and incorporation of smart growth and mixed use
development best practices. The following sources were among those reviewed:
1. HUD NSP Commercial, Public and Mixed-Use Facilities Toolkit
2. LEED Guide for Energy Efficiency
3. Smart Growth USA Affordable Housing Best Practices
4. EPA Best Development Practices
5. DOT Planning for Transit-Supportive Development: A Practitioner’s Guide
20. Progress: Choose 1: What phase of completion is the overall project currently in? (Best Estimate)

Initial Planning
Review/Approval
Initial Fundraising
Bid/Procurement

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Implementation: Beginning
Implementation: Middle
Implementation: Final stages
Complete
Post Project Evaluation
Other:
21. Construction: Choose 1: If this project contains a construction component, what phase of
completion is the construction currently in? (Best Estimate)

N/A: No Construction Component
Initial Planning/Design
Review/Approval
Initial Fundraising
Environmental Review
Bid/Procurement
Construction: Beginning
Construction: Middle
Construction: Final stages
Complete
Occupied/In Use

22. Implementation Partners Committed: Choose up to 7: Key implementation partner organizations
that are currently directly involved in the implementation of this activity, including roles and
responsibilities for each. This does not include partners that are only providing funding or financial
resources, or are paid contractors. Please only list organizations that have a committed implementation
and/or programmatic role in this project in this section.
Partner/Source Type:
Federal Government*
State Government
Local, Regional or Tribal Government
Local Nonprofit, Fund, or Foundation

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Regional/National Nonprofit, Fund, or Foundation
Private Sector Firm (Business, Bank, or other for-profit entity)
Equity Investment Group
School District
Police Department/Public Safety
College/University or Research Group
Local Healthcare Provider/Health Agency
Public Housing Authority
Community Housing Development Organization
Other Public Authority (Transit, Development, Utilities, etc.)
Certified CDFI/CDE
For-Benefit Corporation/4th Sector
*The federal government does not generally count as a key implementation partnering
organization, but may, in certain cases, have key implementation roles and responsibilities
beyond grants administration, funding, and financing.

Partner Name:
Partner 1

Partner Type:

Partner Roles and Responsibilities

Partner 2
Partner 3
Partner 4

Partner 5

Partner 6

Partner 7

Example:
Partner Name

Partner Type

Partner Major Roles and Responsibilities

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Committed Partner 1
Eastwest Affordable
Housing Development
Corporation
Committed Partner 2
Eastwest Downtown
Development Authority

Local Nonprofit

Committed Partner 3
National Downtown
Association

Regional/National
Nonprofit

Committed Partner 4
Eastwest Community
Housing Partnership
Committed Partner 5
ABC Architecture Group

Local Nonprofit

Other Public Authority
(Transit, Development,
Utilities, etc.)

Private Sector Firm

-Serve as lead project manager
-Lead Fundraiser
-Permitting and Approvals
-Procurement and Acquisitions
-Fundraising
-Incorporating Project into Downtown, City, Housing, and
Regional Plans
-Hosting meetings with prospective funders and business
tenants
-Key project evaluation throughout the process with assistance
from North Central University.
-Guidance and direct technical assistance through the bidding
and procurement process
-Key partner on grants management for affordable housing
component
-Community meetings relating to affordable housing
-Serve as lead architectural/ design/ planning organization
-Inform LEED process
-Draw up plans and designs for presentations and approvals

23. Implementation Partners Needed: Choose up to 7: Key implementation partner organizations that
are still needed in the implementation of this activity, including roles and responsibilities for each. This
does not include any funding or financial resources. Please only list organizations that would be needed
for a key implementation and/or programmatic role in this project in this section. The federal
government does not generally count as a key implementation partnering organization, but may, in
certain cases, have key implementation roles and responsibilities beyond grants administration and
funding.

Partner Type:
Needed Partner 1:

Partner Roles and Responsibilities

Needed Partner 2:
Needed Partner 3:

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Needed Partner 4:
Needed Partner 5:
Needed Partner 6:
Needed Partner 7:

Example:
Partner Type
Needed Partner 1
Local Nonprofit or
Foundation

Needed Partner 2
Certified CDFI/CDE
Needed Partner 3
Business or Trade Group

Needed Partner 4
Private Sector Firm
Needed Partner 5
Local Nonprofit or
Foundation

Partner Major Roles and Responsibilities
Looking to involve a resident task force through project process and evaluation.
Duties would include:
-Keeping area residents and stakeholders informed and engaged
-Collecting feedback and input at key milestones, and as needed
-maintaining a strong relationship with community
-Assist in public relations and outreach efforts
-Serve as a community intermediary for the project's financial pipeline
-Coordinate credit, loan, investment, and tax credit proceed activity
-Serve an active advisory role throughout the fundraising phase of the project.
-Local business group in order to serve as a connection to the local business
community and keep area businesses engaged and supportive of the project
-Assist in public relations, outreach, and fundraising efforts
-Advise on attracting office and retail tenants
-Lead consultant on building systems, operations, and maintenance
-Work closely with architectural and design team to formulate specs, evaluate
procurement, and control costs
-Incorporate community art and public space into the project

24. Financial Support Committed: Choose up to 10: Firm financial commitments already in place for
implementing this activity. For each commitment, select the type of funding source from the drop down
menu. Indicate the source of funds, activity, amount, start and end date for each source, and identify
the organization receiving the funds.
Financing Type:

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Grant or Direct Allocation
Revenue
Loan
Below-Market Loan
Guaranteed Loan or First Loss Position
Equity
Tax Credit Proceeds

Financing Type:
(Select Best Match)

Source Type:
(Select Best Match)

Total Amount of
Financing by source
($)

Commitment 1:
Commitment 2:
Commitment 3:
Commitment 4:

Commitment 5:

Commitment 6:

Commitment 7:
Commitment 8:
Commitment 9:

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Please Enter: Source Name, Start and End
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Commitment 10:

Example:
Please Select Financing
Type from Dropdown
List

Please Select
Source Type
from
Dropdown
List
Federal
Government

Total
Amount of
Financing
by source
($)
329,600

Financial Commitment 2
Below-Market Loan

State
Government

5,000,000

Financial Commitment 3
Grant or Direct
Allocation

Local,
Regional or
Tribal
Government
Private Sector
Firm (Business
or other forprofit entity)
Local
Nonprofit/
Foundation

1,500,000

Financial Commitment 1
Grant or Direct
Allocation

Financial Commitment 4
Loan

Financial Commitment 5
Grant or Direct
Allocation

Please Enter: Source Name, Start and End Date, Any Other
Details:

HUD NSP3 Fund through City of Eastwest
08/01/2014-07/31/ 2017;
Vacant property acquisition and site preparation, planning
and admin
State Community Development Agency Affordable Housing
Capital Fund
10/26/2014 – 10/25/2024
10 year deferred below-market rate loan
City of Eastwest 2014 Budget Allocation
11/01/2014-10/31/2017
500K to cover infrastructure and improvements, 1M to
support affordable housing in downtown district
Acme Savings Bank 2016-2017 Development Loan;
08/01/2016- 07/31/ 2021;
5- year market rate loan for design and construction

750,000

150,000

West Family Foundation
01/15/16-01/14/17
Grant for developing education and services for affordable
housing

25. Financial Support Needed: Choose up to 10: Types of financial support that are or will be needed
for implementing this activity. For each financial need, select the Financing Type from the drop down
menu. Indicate the activity, estimated amount, date of needed funds and intended organization
receiving the funds start and end date for each source, and identify the organization receiving the funds.
Financing Type:
(Select Best Match)

Total Amount of
Funding by source ($)

Please Enter: Source Name (if known), Start and End
Date, Any Other Details:

Need 1:

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Need 2:
Need 3:
Need 4:

Need 5:

Need 6:

Need 7:
Need 8:
Need 9:
Need 10:

Example:
Please Select Financing
Type from Dropdown
List

Total Amount
Needed by
source ($)

Please Enter: Start and End Date, Any Other Details:

Financial Need 1
Equity

6,250,000

06/01/2017– 09/01/2032;
Equity and Loan Repayment on construction costs

Financial Need 2
Grant or Direct Allocation

250,000

06/01/2016 – 08/31/2017;
Funds for energy efficient windows, appliances, solar panels.

Financial Need 3
Loan

500,000

06/01/2017 – 05/31/2019;
Loan for property management and maintenance to be repaid through
revenue

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25a. Unobligated Assets and Collateral: If one or more of the financial needs types (above) take the
form of loans or equity, please detail asset classes and collateral available to the lead project
organization.
Choose as many as applicable: For each Asset Class chosen, Type in: Brief details, such as total
estimated value, time frame, short description

Fixed Income
Other Unobligated Capital Assets
Real Estate
Property/Equipment
Surety Bond
Performance Guarantee
Other (Please specify)
Example:
Fixed Income
Real Estate
Property / Equipment

Fixed income from 30 rental units (at est. $260,000 per year) and an
equity/bond portfolio worth an estimated $900,000, through 2020
Co-own additional 12 properties with Community Land Bank valued at
$140,000
Offices, equipment, truck, miscellaneous, valued at $800,000

25b. Other Financial Details Type in: Briefly detail any other financial requirements, details, credit, and
assets that may be applicable to meeting the financial needs of this project.

26. Non-Financial Support Committed: Type in: List any non-financial support, including in-kind,
committed for this activity. List the source and type of support, start and end date for each resource and
identify the organization receiving each resource.

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Example:
Source and type: AmeriCorps, Corporation for National and Community Service
Activity: AmeriCorps member currently helps with community planning and engagement
activities
Start and end date: August 2014-July 2015
Recipient: Eastwest Affordable Housing Development Corporation

27. Non-Financial Support Needed: Type in: List the types of non-financial support still needed for
implementing this activity. List the type of support, start and end date for each resource and identify the
intended organization receiving each resource.

Example:
Type: Resident Task Force/Resident Advisory Group
Activity: Need 5-10 area-resident volunteers to form advisory group relating to affordable
housing needs
Start and end date: September 2015-2018
Recipient: Eastwest Community Housing Partnership
28. Expected Outcomes and Measurement: Type in: List measures or metrics that will be used to
determine whether the activity is leading to the achievement of the goal or any interim outcomes. List
the baseline value first, then the end goal value. Be sure to list the unit you are measuring and date the
end goal value is expected to be reached. Lastly, provide brief details regarding the tracking method for
each measurement and the organization responsible for this data tracking, if known. If you need
assistance identifying appropriate metrics for your project, please check the box below.

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I need assistance identifying appropriate metrics for this project.
Baseline or
Comparison
Value

Expected or
Goal Value

Measurement
Units

Date Expected Value
Goal is expected to be
reached MM/YYYY

Tracking method and the
Organization Responsible for
Measurement

Example:
Baseline or
Comparison
Value

Goal
Value

Measurement
Unit

Date Expected Value
Goal is expected to be
reached MM/YYYY

160

188

Affordable
Housing Units
in Service Area

08/2017

0

30

New
permanent jobs

12/2018

85000

68000

kWh per year
energy usage at
full occupancy

12/2018

22

Tracking Method and
Organization
Responsible for
Measurement
Eastwest Affordable
Housing Development
Corporation – Will track
units completed in
project and add to our
online public database
(PropertyFinder) as they
become available
EADC – Will track all
property related jobs
created in our grants
management system
EADC – with a system to
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29. Other Expected Outcomes, Data Tracked, or Evaluation Methods: Type in: Please describe any
non-metric data, qualitative data, or research and evaluation conducted for this project that may not be
provided above.

●
●
●

Example:
Achieve LEED Gold Status
Track construction progress, jobs created, and continuing energy usage rates and share
data and information monthly on our website and newsletter
Connect residents with employment via development of transit systems and/or transit
oriented development

30. Next Critical Milestones for Implementation: Type in: Briefly describe anticipated timeline and
milestones in the immediate next steps for implementation of this activity, or near-term deadlines
against which the project is being managed.

Example:
• June 2016: Sixth and final community meeting and public hearing held. Begin bidding
and procurement process for construction
• August 2016: Contract awarded to lead construction contractor, 70% of initial financing
secured. Permits approved
• December 2016: Foundation completed, designs finalized, and 100% of initial financing
secured.
• October 2016: Low income housing tax credit application deadline.

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• December 31, 2016: Termination date for grant currently funding project operations.

31. Project Special Factors: Choose as many as applicable: Select any of the following that apply to this
project from the list below.

New activities (never before carried out by lead organization)
Revolving loan activities
Activities with program income/revenue potential
Subgrant awarding activities/Use of subrecipients
Competitive procurement/contract award process
Section 108 Loan Activities
Medicaid Funding/Financing
31a. Project Special Factors Considerations: If any of the above are selected, type in: please provide any
brief additional details about that factor below:

32. Web Links: Type in: URL links to any online resources or webpages associated with this project

Technical Assistance
*Technical Assistance is broadly defined as an outside entity serving the project by providing answers to
questions, extra support, capacity building, guidance, and staff training that can help organizations to
meet their goals by overcoming identified limitations, barriers, and weaknesses. The responses will help

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HUD, agencies across the federal government, and a wide network of technical assistance providers in
efforts to develop new services and tools and improve responsiveness to local needs.
Technical assistance, including assistance that might be delivered by federal staff, is not guaranteed.
No response by the federal government to this need is guaranteed. This question does not qualify as
an official Technical Assistance Request to HUD or any other federal agency. Technical Assistance for
HUD grant funded projects should be requested by going to https://www.hudexchange.info/getassistance/

33. Barriers and Obstacles: Type in: Any regulations and/or statutes that create barriers to the
implementation of this activity, with citations if possible, or other critical challenges that are impacting
the project at this point in time.

Example:
HUD's Regulations at 24 CFR 92.500(d) require that a participating jurisdiction expend its
annual allocation of funds under the (HOME) program within five years or the funds will
be deobligated. This requirement limits our housing financing availability by preventing
us from using funds for critical projects that cannot meet this deadline.
34. Technical Assistance Currently Being Provided: Type in: List technical assistance providers that are
currently assisting the lead organization in the implementation of this project and briefly detail the
assistance work

Example:
North Central University's Community Engineering Team: Provides technical assistance to
the project team, assisting in modeling, drawings, and review of architectural and
engineering reports. Answers questions related to structural design.

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35. Technical Assistance Needed: Choose as many as applicable: Select any types of technical assistance
that are needed for this project:

Community Engagement/Outreach
Data Collection and Evaluation
Research and Best Practices
Grant and Financial Management Resources
Needs Assessment
Training for Partners and Staff
Direct Technical Assistance for Specific Issues
Peer to Peer Learning and Networking
35a. Technical Assistance Needed Further Details: If one or more of the above is checked, Type in:
Describe each type of identified technical assistance needed for this activity including roles and
deliverables, if any, that federal staff could play on short term assignments and the skills gaps or
identified challenges the community aims to address (Short-term assignments should generally be less
than one year.)

Example:
Type (as identified above): Peer to Peer Learning and Networking
Our affordable housing partners are interested in collaborating with other organizations in
communities that have had a recent large influx of non-English speaking families.
Type: Direct Technical Assistance for Specific Issues
Subject matter expert on storm water retention, alternative energy development, and applicable
federal programs and requirements, needed to work with local teams on feasibility assessments.

36. Open Questions: Type in: Up to 5 questions associated with this activity/project that subject matter
experts can help answer. Responses to questions are not guaranteed. Answers to specific grants
management, financial and technical questions, and basic policy questions should be requested on the
HUD Exchange Ask A Question Help Desk by going to https://www.hudexchange.info/get-assistance/myquestion/

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1.
2.
3.
4.
5.
Examples:
• What are best practices for conforming to Davis-Bacon requirements during the
bidding/procurement process?
• How can mixed use affordable housing developments better foster relations with retailbusiness tenants and support small business success?
• What other financial support opportunities are we currently missing?

Additional Attachments
You may also include additional attachments such as
▪ Evidence or Practice Models
▪ Maps
▪ Diagrams/Blueprints
▪ Grant progress reports
▪ Newsletters/media
▪ Success Stories
Photographs: Please attach: Photographs of neighborhoods, buildings, streets, construction, etc.
*Do not include any images of people or individuals as this would require specific consent and release
forms from anyone in the image. Any photographs received of people will be deleted.

Thank you!!
If you have any questions, please email us at [email protected] or contact:
Evan Gross
U.S. Department of Housing and Urban Development
451 7th St. SW, Room 7136, Washington D.C. 20410
Phone: (202) 402-4889

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APPENDIX A: List of CDM Peer Cohorts as of July 21, 2016*
*Subject to change
The following is a list of the peer cohort topics that represent the diversity of projects and activities that
have been submitted as part of the Community Development Marketplace thus far. The categories
under which each cohort has been organized are loosely based on broader policy areas, and may be
helpful in finding the right peer cohort for a particular project. However, many projects span multiple
different topic areas, and it may be necessary to review peer cohorts under multiple different categories
to find the best fit. Please find more information and tools at [http://web-link-here.com]

Category 1. Improve Educational Opportunities
A. Education System – General
ID #
ES01

Name (Preliminary)

ES02

Education and
Community
Facilities/School
Construction

ES03

ES04
ES05
ES06
ES07

Community Schools
Model

Education Pipeline all inclusive
Education System
Evaluation and
Strategic Planning
Family Support and
Self-Sufficiency
Teacher
Education/Training
Technology in
Schools

Projects or Activities which:
Integrate school and community assets and resources to expand
connections and civic engagements; using schools as an integrated
neighborhood services hub
Plan, Build, and Construct a new educational facility or campus with
modern amenities, technology, and better access to opportunities
for students
Demonstrate a strong focus on improving and institutionalizing
"Cradle-to-Career" transition strategies for youth in the education
pipeline and extending beyond traditional K-12 activities to include
Pre-K and Post-secondary systems
Propose "Collective Impact" models to improve educational
outcomes by involving outside community stakeholders, teachers,
and students in systematic reforms
Provide wrap-around support services for low-income families of
students and engage families in educational programs designed
around stability, health, literacy, and asset building
Focus on teacher professional development, skills enhancement,
STEM training, and retention
Modernize schools with new technology, upgraded infrastructure,
and resources and tools to support enhanced learning and STEM
subjects

B. Early Childhood Education
EC01

Early Childhood
Education Programs Increasing Child
Readiness/Transition
s [Headstart]

Initiate new programs or reform existing programs based on early
childhood education models that focus on developmental transitions
and social/emotional readiness for kindergarten.

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EC02
EC03
EC04
EC05

Early Childhood
Literacy Programs
Early Childhood
Programs: Increasing
Capacity
Early Childhood
Programs: Increasing
Participation
Education- Early
Parent Engagement

Focus on improving education, literacy, and increasing reading
specifically focused for young children and toddlers, up to grade 3
Strive to improve access to early childhood education through
expanding existing programs, building new facilities, and increasing
slots.
Aim to improve early childhood education through expanded and
targeted outreach and increasing the quality, accessibility, and
attraction of existing early childhood programs
Recognize the importance of; and promote strategies to; increase
the involvement, communication, and commitment of parents to
their child's education from an early age

C. K-12 and Youth
EY01
EY02
EY03
EY04
EY05
EY06

EY07
EY08
EY09
EY10

Afterschool/Summer
Youth Education
Programs
Cultural Education
Education Programs Youth risky behavior
High School Dropout
Recovery/Increase
Graduation Rate
K-12 - Student
Achievement
K-12 College/
Secondary Readiness
Middle School
School Attendance/
Absenteeism
Supports/Activities
for at-risk youth
Youth Empowerment
and Civic Leadership

Engage youth afterschool and provide out-of-school programming,
summer education and feeding programs, and tutoring
Provide access to culturally-relevant educational opportunities
including language immersion, arts, religion, and history, and
preserve native cultural heritage into future generations
Focus on directly addressing specific common risks to positive youth
outcomes including teen pregnancy, drugs, smoking, and alcohol
Provide alternatives and strategies to increase graduation/GED rates
focusing on underserved populations in grades 8 through 12
Increase the capacity and improve the quality of K-12 education to
overcome achievement gaps with special focus on offering more
STEM subjects and opportunities
Focus on a successful transition to college and post-secondary
educational opportunities for K-12 students, involving college
courses in high school, local university partnerships, and breaking
down other barriers to access
Focus on the unique educational challenges and opportunities of
students in grades 6-8
Recognize that school attendance rates directly relate to educational
and life outcomes for youth, and propose strategies to address the
causes of chronic absenteeism
Involve at-risk youths in positive social activities which promote
educational achievement, better mental and physical health,
community connections, and jobs
Engage youth in their communities through leadership programs and
active efforts to include them in planning and community
development activities

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EY11

Youth Mentorship

Seek to start, expand, or improve mentorship programs for at risk
youth

D. Adult Education
EA01
EA02

Increasing Literacy
Post-Secondary
Opportunities Adults

Propose and expand adult literacy programs for adults and parents
Increase access to post-secondary education opportunities for adults
in the community through expanding and accreditation for local
community colleges, educational centers, and providing financial aid
and tuition assistance

Category 2: Create Jobs
A. Workforce Development
ID #
WD01

Name (Preliminary)

Hiring Incentives

WD02

WD03
WD04
WD05

WD06
WD07
WD08

Jobs and
Infrastructure
Market Data Analysis
-Workforce Training
Skills Alignment/Job
Placement Pipeline
Summer
Jobs/Internships
Workforce and Civil
Services
Workforce and
Environmental
Workforce
Development and

Projects or Activities which:
Promote and expand the hiring of local residents as first source
labor and assist in local workforce training-hiring with private sector
partners which provide incentives, technical assistance, and shared
business functions to employers with innovative hiring
requirements and quotas that develop long term community
commitments
Stimulate new jobs and economic growth through infrastructure
investments, specifically major construction and public works
projects that specifically build job skills and create hundreds of local
jobs in the community
Study market analysis data, regional economic development trends,
and leverage private sector partners to develop curriculums,
trainings, and resources that will grow the right skills for the future
Employer-based pipeline programs and training alignment to
targeted workforce skills and foster direct job placement
Develop programs to link youth to employers and increase
opportunities to build workforce experience, skills, and education
through meaningful summer jobs, internships, externships, and
apprenticeships
Address a shortage of qualified civil servants and law enforcement
officers through targeted trainings and job placement attracting
community members to careers in public service
Develop workforce training programs that cater to green jobs in
construction, conservation, energy, and infrastructure
Propose strategies to develop, attract, and grow agri-business and
agricultural technology sectors through targeted infrastructure
development and workforce development trainings related to

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Agriculture/AgriBusiness
WD09

WD10
WD11

WD12

WD13
WD14
WD15
WD16

WD17
WD18
WD19

precision agriculture, food systems and processing,
hydroponics/aquaponics, and distribution
Address a shortage of qualified healthcare professionals, physicians,
Workforce
nurses, medical technicians, and caretakers in the community
Development and
through intensive targeted workforce training and certification
Health Services
programs in the health services sector
Workforce
Institutes workforce development training specifically focused on
Development and
the skilled trades sectors including vocational, construction,
Trades
plumbing/electrical, retail/marketing, and manufacturing
Workforce
Build/Construct a new career technical/workforce training facilities
Development
with specialized equipment and modern technology on which
Facilities trainees can develop hands-on experience and put to use in the
Construction
21st century workforce
Develop and Implement workforce development supports,
Workforce
resources, trainings, and programs specifically targeted to the
Development unique needs of ex-offenders, youth, immigrants, families,
Poverty/Vulnerable
refugees, non-English speakers, disabled, homeless, veterans,
Populations
addiction sufferers, and other hard-to-employ populations
Workforce
Provide access to job skills development programs focused on soft
Education/Skills
skills and technical skills that are generally in high demand in the
Development
21st century economy
Link residents to job hubs in other areas by providing better
Workforce Linkages transportation options and overcoming barriers to access when jobs
Transport
are relocated
Workforce
Foster partnerships between workforce development organizations
Networking/Employer and local employers to increase job availability and local hiring
Connections
Create and establish One Stop employment centers in local
neighborhoods where residents can easily access a wide variety of
Workforce training employment opportunities, information, trainings, job fairs,
one stop
networking, computers and technology, and counseling services in
one central location
Seek to generally support and counsel students and help prepare
Youth Career
for careers and open up pathways into the workforce; career
Focus/Workforce
planning and readiness
Youth Career
Provide expanded access and/or enhanced training and
Technical Education/
certifications in technical, manufacturing, or vocational fields to
Certification
youth in order to build a pipeline to local employers
Partner with local employers and provide training programs that
Youth Job Placement/
directly lead to job placement for youth and reduce youth
Youthbuild
unemployment
B. Family Asset Building

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FA01

FA02

Develop and expand career building programs in the community to
help develop workforce skills focusing on life skills, soft skills, career
Career Counseling and
exploration and development, wrap-around social supports, and
Advancement
social services needed to promote stability and job retention in
general
Use tools such as Individual Development Accounts (IDA) and
Volunteer Income Tax Assistance (VITA), as well as financial literacy
IDA/Financial Literacy
and credit building programs, to increase financial stability for low
income residents

Category 3: Public Safety
A. Crime Prevention and Intervention
ID #
CP01

Name (Preliminary)
Crime Prevention Physical Environment

CP02
Crime Prevention Resource Alignment
CP03

Crime Prevention Violent Crime
Strategies

CP04
Crime Prevention and
Public Housing
CP05
CP06

Domestic Violence
Drug Abuse

CP07
Gun Violence

Projects or Activities which:
Look closely at how the built environment affects crime in hot-spot
areas and work to systematically adopt Crime Prevention through
Environmental Design (CPTED) standards, and improve code
enforcement, street and sidewalk lighting, and property and vacant
structure security to deter criminal activity
Bring innovative new tools, training, equipment, and technical
assistance to bear to address crime: specifically focusing on aligning
resources effectively and being able to quickly adapt police
departments to fast-changing conditions in the community and
develop more nimble, flexible, right-sized, and effective responses
Advocate a variety of multi-faceted and innovative approaches to
combating violent and sexual assault crime through a combination
of hot-spot policing, gang and drug intervention task forces,
targeted community actions, prosecution and justice system
reforms, and effective rehabilitation and re-entry
Recognize the need to target crime prevention programs to the
unique needs of public housing and multi-family housing
communities, including new public safety plans and place-based
strategies, increased enforcement and response times, and
reducing real and perceived isolation and building trust
Focus on preventing domestic violence and protecting recovering
victims of domestic and child abuse
Combat drug and substance abuse, overdose, spread and related
crime through implementation of education, behavior health,
addiction services, and other supports
Undertake intensive and targeted initiatives to combat gun
violence, including following Ceasefire and focused deterrence
models, working with police departments and social services
agencies, and treating gun violence as a top priority public health
emergency in affected neighborhoods

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CP08
CP09

Human Trafficking
Youth Crime- Gang
prevention

Combat human trafficking crime through advanced law
enforcement strategies and tools, education programs, and support
for victims
Propose specific strategies to address gang formation, and youth
and gang violence with close coordination, partnerships, and
intervention models

B. Community Policing and Trust
CT01

CT02

CT03
CT04

Community Policing
and Youth Connection
Neighborhood Social
Engagement/Crime
Strategies
Neighborhood Watch
- Public Safety
Youth Behavior and
Disconnection

Implement community oriented policing strategies and programs
which focus on better communication, neighborhood relationship
building, youth connections and mentorship, and giving residents a
voice in law enforcement strategies
Build resident social cohesion and relationships between residents
and public safety services, combat racism and perceived
neighborhood stereotypes, and work to instill a culture of
cooperation and anti-violence
Train and engage residents in crime-watches in their
neighborhoods to build trust, better cover "hot-spots" and reduce
crime
Propose programs that address youth behavioral issues, school
suspensions, and bullying and propose alternatives to normal
responses which strive to prevent further disconnection

C. Public Safety Capacity Building
PS01
Police Data
Sharing/Coordination
PS02
Tribal Policing

Build police department capacity, through new technology and
officer training, for smarter intelligence gathering and sharing realtime data across jurisdictions in order to better coordinate
responses and undertake advanced 'hot spot' policing strategies,
while supporting goals in community trust, transparency, and
accountability
Address the unique challenges in the tribal policing and justice
system in terms providing culturally relevant and appropriate public
safety, legal, and community services to Native American tribal
nations, including modernizing tribal codes, providing inclusive
education, and addressing the unique needs of at-risk youth in
indigenous communities

D. Reentry/Justice System
RS01

Justice System
Reform/Restorative
Justice

Provide alternatives to standard detention and introduce systems
of restorative justice and automatic expungement, and provide
supports to reduce entry into the juvenile justice system.

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RS02

Reduce
recidivism/Reentry
Support

Focus on ex-offenders reentering the community and providing
workforce training, support programs, expungement
opportunities, housing, and counseling to reduce cases of
recidivism

Category 4: Community Infrastructure
A. Community Infrastructure
ID #
CI01
CI02

CI03

CI04

CI05
CI06

CI07

CI08

Projects or Activities which:
Focus on essential infrastructure and utilities, including, water,
Access to Sustainable
energy, waste/stormwater, and replace old, unsafe and unreliable
Utility/Energy Systems
lines with modern infrastructure
Build and develop partnerships imperative for regional disaster
readiness plans, including funding adaptive disaster mitigation
Disaster
projects and preparing the local emergency management system
Mitigation/Recovery
(first responders, schools +shelters, hospitals, and non-profit relief
organizations) for a wide variety of potential threats to the
community.
Provide actionable plans to increase sustainability in
Green Neighborhoods/ neighborhoods with environmental protection, more walkability,
Sustainability General
smart land use, open space preservation, and low-impact
infrastructure
Work to deliver strategic infrastructure buildout, upgrades,
modernization, and evaluation in the community generally
Infrastructure
including roads, bridges, water, floodwater control, wastewater,
Upgrades
energy systems and utilities, broadband, street lighting, sidewalks,
parks and recreation, and more, and used together to guide
sustainable development
Plant more trees and preserve more green space in the form of
Parks/Green Space
parks, recreational areas, nature preserves, and linked greenways
Seek to update community land use, master, and community
development plans, and zoning ordinances to encourage transitPlanning and Zoning
oriented development and mixed-use, mixed-income
neighborhoods
Address community infrastructure issues related specifically to
sustainable waste management, including developing waste
reduction recycling programs and building facilities to handle
Sustainable Waste
increased recycling participation, partnering with businesses and
Management/Recycling
industrial operations to reduce waste going to landfills and into
the environment, and modernizing sewage treatment and
wastewater systems
Address water issues; primarily drinking water quality and safety,
Water/Watershed
and related environmental contamination and lead hazards that
Protection
could threaten water quality; broader focus on watershed and
Name (Preliminary)

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wetlands protection, stormwater management, and flooding and
erosion
B. Commercial Corridors
CC01
Blight/Demolition
CC02

Brownfield Cleanup

CC03
Commercial Corridor
Planning
CC04

CC05

Mixed Use
DevelopmentConstruction
Vacancy/Rehab/
Facades/infill

Undertake initiatives to combat the prevalence of blighted,
unkept, and decrepit properties and structures that contribute to
crime, urban decay, and public health and safety hazards; remove
and demolish, or rehab/repurpose these structures to add value to
the community
Tackle issues related to environmental contamination, return
industrial sites to productive use, and clean up brownfields and
superfund sites in the community
Develop and implement a comprehensive commercial corridor
plan centered around the revitalization of a particular
street/avenue of special importance to the community, bringing
infrastructure and façade improvements, private investment,
transit options, and mixed-use affordable housing together around
a single strategy
Involve specific, large scale mixed-income/mixed use development
or redevelopment plans and construction projects which work to
increase the availability of quality affordable housing and
commercial opportunities near jobs, transit, and shopping
Address high vacancy rates and derelict structures by rebuilding,
rehabbing, and repurposing vacant structures for productive use in
the community, undertake urban infill activities, and improve
building facades and streetscapes

C. Transportation
TR01

Rail/Transit
Infrastructure

TR02
Transit
Access/Planning
TR03
Walkability/Streets

Build/Construct new rail/transit infrastructure acknowledging that
passenger rail transit, and train stations, in a community uniquely
create permanent, efficient linkages that foster community
identity, attraction, and economic growth.
Move forward strategies to increase access to public transit and
reduce automobile dependence: increasing options and mobility
for low-income families, students, seniors, disabled and special
needs, ex-offenders, and rural community members who need
better access to jobs, shopping, healthcare, and educational
opportunities
Focus on improvement of streets and streetscapes to meet and
exceed accessibility standards and follow models of complete,
living streets which promote walkability, bike lanes, and
pedestrian safety/crossings, bus lanes, safe routes to school, green
space, and other sustainable mobility features

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D. Broadband
BA01

Broadband Access

Involve the build-out of the broadband internet network in
underserved communities, and high-speed affordable access vital
to economic development, connectivity, and education

Category 5: Health and Healthy Lifestyles
A. Health and Wellness
ID #
Name (Preliminary)
HW01
Chronic Disease
Prevention
HW02

HW03

HW04

Community Health
Access
Community Mental
Health Access
Community Services Special needs support

HW05 Health
Centers/Facilities
Construction
HW06
Health/Addressing
Childhood Trauma

Projects or Activities which:
Seek to reduce the cases of chronic disease through education,
screenings, healthy foods access, and other methods specific to
unique and prevalent health issues in the community: ie. Asthma,
Diabetes, Hep C, AIDS/HIV etc. and provide access to affordable
care for those who suffer from chronic disease
Strongly promote better access to community health resources
and health insurance for underserved residents, through resource
centers, trained advocates/healthcare navigators, and mobile
assessments/screenings in the community
Increase community access to quality affordable mental
healthcare and provide best-practice guided resources for
behavioral health, substance abuse, and PTSD to underserved
populations
Provide strategies to improve, expand, and increase access to
human services in the community, inclusive of the needs of
seniors and the disabled, youth and families, and immigrants and
non-English speakers
Build/Construct/Expand a local health clinic to improve access to
quality healthcare in an underserved area

Demonstrate and introduce trauma informed policies, and
enhance mental health supports and counseling for youth in the
community who have experienced violence and suffer from PTSD
symptoms
HW07
Focus on prenatal, natal, and infant development, care, and risk
Infant/Natal Health and
prevention, through partnerships between parents, healthcare
Wellness
providers, childcare providers, and community organizations
HW08
Focus specifically on addressing the unique needs and challenges
Rural Health Access
of rural and tribal areas in providing equal access to quality
healthcare
HW09
Bring improved access to healthcare, both physical and mental, as
Youth Healthcare +
well as counseling to youth through school systems and youth
Mental Health Access
wellness centers

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B. Healthy Food Access
HF01
HF02
HF03
HF04

Agriculture Education
/Community Garden
Education Programs Nutrition/Healthy
Lifestyles
Healthy Food
Access/Ending Hunger
Obesity and physical
activity

Invest, build, construct, and maintain urban agriculture and
community gardens to promote nutrition, agricultural education,
healthy food access, and physical fitness
Support better-health initiatives in the community by providing
education and coaching in nutrition, healthy foods and eating,
and home cooking
Seek to provide better access to healthy foods through combating
food deserts by attracting farmer’s markets and full-produce
grocery stores, and increasing nutritional education
Combat the obesity epidemic with campaigns aimed at youth and
adults to engage in outdoor activities, sports, exercise, and
healthy living, and increased access to recreational spaces and
activities

C. Environmental Health
EH01
Healthy Homes

Address the urgent danger of lead in home environments; start
healthy homes initiatives to control and remove sources of lead
and other health hazards in housing; rehab older buildings to
remove and remediate lead paint and asbestos dangers

Category 6: Investment and Business Growth
A. Private Sector Investment
ID #
PI01

Name (Preliminary)
Advanced
Manufacturing

PI02
Anchor Institutions/
Involvement
PI03

PI04

Business Cohorts Procurement/
Contracting
Business Recruitment
Incentives

Projects or Activities which:
Focus on supporting the advanced manufacturing/advanced
technology sector by fully understanding, and providing
specialized supports and workforce development tools catered to
high wage/high skill jobs
Build strong and committed partnerships with local anchor
institutions (universities, hospitals, major employers) to harness
their hiring, procurement, and investment power to further
community and economic development and address civic issues
and barriers
Assist local small businesses and small contractors compete for
high value public sector, private, and anchor-institution contracts
and procurements through building local procurement
cooperatives with models and technical assistance tools that
support local sourcing opportunities.
Propose monetary and non-monetary incentives, tax credits, TIF
financing, and grants, including NMTC, to attract, expand, and
retain businesses in the community in a smart, coherent, and safe

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Expires: (XX/XX/XXXX)

PI05
Businesses Attraction
and Local Policies
PI06
CDC/Capital Investment

PI07
PI08

Commercial
Development- Grocery
Economic
Diversification and
Business Clusters

PI09
Industrial Development
PI10
Strategic Planning/
Community Attraction
PI11
Transit Oriented
Development

approach that ensures long term living wage jobs, and that any
public investments stay in the community, grow the economy,
and generate returns long into the future
Propose changes to local policies in order to attract businesses to
the community and ease the process of starting new businesses;
by streamlining permitting, offsetting fees, reviewing codes and
ordinances to make business-friendly changes, and hosting other
tools, technical assistance, events, and resources on a local level
to attract and retain business investment
Create and establish a Community Development Corporation or
other development authority to leverage and coordinate
investments for smarter economic development in the
community, create lending opportunities for new developments
with public input, and create a unified partnership around
placemaking and marketing
Build/Construct a new full service grocery store as part of a
comprehensive commercial development
Take a regional outlook to increase economic strength and
diversification by supporting and developing business clusters;
focusing on the unique workforce and infrastructure needs of
healthcare, manufacturing, technology, and services industries
As part of a comprehensive economic development plan,
build/construct, or expand an industrial park and related
infrastructure to support manufacturing, transportation, logistics,
and other industrial operations and create stable jobs
Utilize a comprehensive community strategic or regional
economic development plan to attract and direct business
location, development, and investment in the community, in site
selection, in facilitating redevelopment and sustainable growth,
and in community/regional marketing strategies
Plan and create new development around the model of Transit
Oriented Development (TOD), an urban planning and design
approach that centers mixed use development in compact, high
amenity, vibrant, and walkable community that encourages the
use of transit over use of personal automobiles

B. Small Business Assistance
SB01
CDFI/Financing Tools
SB02

Increase Tourism/Hotel/
Hospitality

Form new, and work with existing Community Development
Financial Institutions (CDFI) to create new financing tools, loan
guarantees, and structures for providing greater access to
working capital for local small businesses, disadvantaged groups,
and microenterprises.
Support the tourism and hospitality industry and attract visitors
to the community to bolster the local economy by building

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SB03

Innovation District/
Downtown

SB04
Minority and Women
Owned Businesses
SB05

Small Business
Assistance

upgraded facilities, preserving cultural and heritage sites,
fostering local history educational opportunities and recreational
activities, and partnering with local businesses to develop
regional tourism marketing strategies
Seek to plan and grow an "Innovation District": a downtown
district with special amenities (high speed internet, commercial
space, events, and programs) that facilitate entrepreneurship,
start-ups, and catalytic redevelopment
Work with the community to specifically increase opportunities
for minority and women owned business enterprises (MWBEs)
and other small businesses run by historically disadvantaged
populations, including using contracting, targeted incubators, SBA
8a Business Development programs, and other strategies and
tools
Create an environment that fosters the growth of small business
in the community through trainings, advise and technical
assistance, and community support for small business growth

C. Entrepreneurship
EN01
EN02

EN03
EN04

EN05

Entrepreneurship Food/Ag
EntrepreneurshipCulture and Arts
Entrepreneurship Venture Capital
EntrepreneurshipBroadband/Tech
Start-Up
Space/Business
Incubator

Foster and build local food hubs, creating opportunities for locally
grown food, farmer’s markets, entrepreneurship, and new small
businesses in the food industry
Establish funds, districts, and programs that specifically support
entrepreneurial arts and cultural ventures unique to the
community, enhancing education, tourism, and community
placemaking
Bring together venture capital, microloans, investment support,
grants, and other financing supports around new start-ups and
entrepreneurs to accelerate new ideas and access to markets
Seek to grow and develop high tech-based entrepreneurial
economic ecosystem by offering new infrastructure and trainings
in computer programming, information technology, networking,
and cybersecurity to residents
Provide low-fee/low-rent commercial and office space to
incubate small business, microenterprises, and entrepreneurs,
and keep them in the community

Category 7: Housing
A. Housing Development
ID #

Name (Preliminary)

Projects or Activities which:

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HD01
Affordable Housing
Strategies
HD02

Housing Development
Construction

HD03
Housing Rehab
HD04
Increase Affordable
Housing Supply
HD05

Low Income/Section 8
Housing

Advance a long term comprehensive community affordable
housing plan, implementing a variety of strategies and programs
designed to rehab and increase access to affordable housing
options in equitable, mixed income, economically diverse, transitaccessible areas, with wrap-around neighborhood supports and
commercial opportunities
Build/Construct a new housing development in order to increase
the supply of quality affordable housing
Implement innovative housing rehabilitation programs which
involve neighborhoods, volunteers, and local businesses to bring
low-income housing stock up to health, safety, quality livability
and accessibility standards
Seek to specifically and quickly increase the supply of affordable
housing to meet current and future housing demand communitywide, including using fast-track permitting, infrastructure
buildout, and zoning changes to jump start and encourage new
affordable housing developments
Create new, and preserve the availability and quality of existing,
subsidized low income; section 8, housing, and provide support
services and quality of life upgrades to residents of subsidized
housing, and support positive tenant-landlord relations

B. Homeownership
HO01
Foreclosure Prevention
HO02

HO03
HO04

Homeowner Financial
Incentives and
Downpayment
Assistance
Transition to
Homeownership
Wealth Building/
Homeownership

Implement neighborhood stabilization programs such as
foreclosure prevention assistance, targeted rehab and
remediation, and financial and housing counseling to help
families and households at risk of housing loss
Use new downpayment assistance programs and other financial
incentives to support increased homeownership rates,
financial/credit stability, and inclusionary housing options
Provide strategies to increase homeownership with programs to
support first time homeownership and provide housing
counseling and education
Build and Preserve wealth in the community through investing in
neighborhoods, community assets and enterprises, and
increasing property values for homeowners

C. Rental Assistance/Public Housing
RA01

Housing - Special Needs
Support

Assess the gaps of affordable housing in the community when it
comes to the special needs of veterans, disabled Americans,
senior citizens, homeless youth, victims of domestic violence,
substance abuse victims, and families with special needs, and

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RA02

RA03

Public Housing
Improvement
Rental
Assistance/Barriers to
Housing

implement programs to provide support systems, care networks,
and barrier free- universal design standards in housing
Undertake improvements and rehabilitation work in a public
housing community; increasing the quality of life and
empowerment of residents and incorporate mixed-income
strategies and neighborhood improvements; Choice Program
Address and break down barriers to housing by supporting
comprehensive rental assistance supports, aggressively
implementing fair housing laws and initiatives, and providing
education and resources to vulnerable populations

D. Homelessness
HL01
Homelessness
Strategies

Combat homelessness through a comprehensive strategy that
involves bringing together housing, governmental, and social
services organizations, includes supports for special needs, rapid
rehousing programs, housing choice and voucher programs,
emergency shelter and eviction prevention, and permanent
supportive housing and Continuums of Care (CoCs), to effectively
end homelessness

Category 8: Civic Engagement
A. Resident Capacity Building
ID #
RC01

Name (Preliminary)

RC02

Community/ Resident
Leadership

RC03

Addressing Minority/
Racial Gaps and Data

Neighborhood
Revitalization/ Identity

Projects or Activities which:
Demonstrate a specific focus and understanding on racial
inequities in community development, education, and outcomes,
and seek strategies to overcome disparities in outcomes and
community segregation
Build the capacity of residents to advocate for their community
needs and become empowered to lead community initiatives
Propose neighborhood centric plans to build resident capacity,
involvement, and investment, and foster a sense of community
identity through events, festivals, art, and economic development

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File Typeapplication/pdf
File TitleMicrosoft Word - CDM Project Intake Survey Template and Examples 100316.docm
AuthorH48930
File Modified2016-11-03
File Created2016-10-04

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