LISC National
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Alameda County Housing  Development Capacity Building Program 

Program Description

On behalf of Alameda County and The San Francisco Foundation (TSFF), the Bay Area Local Initiative Support Corporation (LISC) is proud to present the Alameda County Housing  Development Capacity Building Program in 2019.  Alameda County Housing  Development Capacity Building Program is a program designed to provide faith- and community-based organizations in Alameda County with the skills and knowledge to navigate their interests in developing affordable housing on their underutilized properties.  Affordable housing development continues to be more and more specialized, leaving organizations with a severe skills gap around management, funding, deal structuring and more.  Leveraging the success of their Housing Development Training Institute, LISC has created a program aimed to provide key information from a collection of respected trainers, faculty and staff. 

The program will include a series of technical workshops hosted throughout the summer covering the various components of affordable housing development. The workshops will also guide participating organizations through an Organizational Self-Assessment tool to identify resources they already have and what they need to add in order to develop affordable housing. The workshops will culminate with an opportunity to apply for targeted technical assistance for those organizations that show project-readiness. One Pager PDF

How to Sign Up

Please sign up by filling out this survey: https://www.surveymonkey.com/r/R8W33QB

Please be sure to fill out this survey so we can best plan to meet your organization’s unique needs at the workshops!

 

Frequently Asked Questions (FAQs)

 

Workshop Schedule & Structure

Overall Training Agenda

List of topics to be covered:

  • Assembling qualified development teams
  • Determining ownership structures
  • Understanding property feasibility issues
  • Partnering with an experienced housing developer who could manage the entitlement/due diligence process
  • Accessing and evaluating affordable housing financing sources
  • Planning for adequate property and asset management in order to advance housing projects with confidence and have adequate controls in place to ensure long-term success. 

Workshop 1

Description

  • Introduction to the program
  • Introduction to critical elements of beginning an affordable housing development:
    • Site Feasibility
    • Organization Support and Commitment
    • Partnerships
  • Examples of successful affordable housing developments sponsored by faith-based and community-based organizations

Schedule

Monday, May 20th

Saturday, June 8th 

Friday, June 14th

Monday, June 17th

3:30pm-6:30pm

Oakland Main Library, Bradley Walters Auditorium, 125 14th St, Oakland, CA

1:00pm-4:00pm

Fremont Main Library, Fukaya Room, 2400 Stevenson Blvd, Fremont, CA 94538

11:00am-2:00pm

Castro Valley Library Chabot/Canyon Room, 3600 Norbridge Ave, Castro Valley, CA

2:00-5:00pm

Pleasanton Library

400 Old Bernal Ave, Pleasanton, CA, 94566

Materials

Workshop 2

Description

  • Organizational readiness and exploring choices
    • Example illustrations
    • Organizational Self-Assessment Tool Exercise

Schedule

Tuesday, July 9th

  Wednesday, July 10th  

Saturday, July 13th

5:00 PM-8:00pm

Fremont Main Library, Fukaya Room B, 2400 Stevenson Blvd, Fremont, CA 94538

3:00pm- 6:00pm

Dublin Public Library Community Room,

200 Civic Plaza, Dublin, CA 94568

11:00 AM-2:00 PM

Berkeley Public Library, Central Branch, 2090 Kittredge St, Berkeley, CA 94704

 

Workshop 3

Description

  • Joint venture partnerships and potential ownership structures

Schedule

 July/August  

 July/August  

 July/August  

TBD

TBD

TBD

Workshop 4

Description

  • Development team roles and responsibilities
  • Organizational financial health and how to present to funders and lenders
  • Financial resources for development

Schedule

August  

August  

TBD

TBD

 

Instructors/Faculty/Staff

Quency Phillips, Community Engagement Manager, Bay Area LISC

A proud Chicagoan and community advocate, Quency Phillips (Q.) joined the LISC family in 2018, with a focus on ensuring that all community voices are heard, and have a seat at the table. As a Preachers’ Kid, Q. is well-suited to help MC and facilitate this series of workshops. Currently, Mr. Phillips handles Community Engagement for the Partnership for the Bay’s Future, various projects in San Francisco’s Cultural Districts, as well as helping to manage the Community Benefit Agreement with the Catalyst Housing Fund. Quency is an author, avid sports fan, member of various Bay Area Board of Directors’, and a graduate of Northwestern University.
 
Contact Information: qphillips@lisc.org
 

Helen Dunlap, Independent Consultant

Helen Dunlap is presently a Housing and Community Economic Consultant specializing in strategic, systems and organizational change work for a myriad of international and domestic owners, developers, lenders and other stakeholders engaged in building, owning and financing affordable housing. Recent clients include:
  • National and Regional Intermediaries
  • Local Governments/Partners
  • National& Regional housing developers
  • Community Development Financial Institutions,
  • Foundations & International Investors
In the past 45 plus years, Helen has run a local housing nonprofit in Napa California, launched the California Housing Partnership, a state of California sponsored entity which is approaching its 30th Anniversary as the principle technical assistance facility for affordable housing preservation in California, ran two for profit subsidiaries for Shore Bank Corporation including both an international consulting company working in micro finance internationally and was Deputy Assistant Secretary responsible for FHA multifamily portfolio from 1993-1996 during the first term of the Clinton Administration and President of the National Low Income Housing Coalition from 1996-1998.
 
Today, Helen specializes in those assignments where a combination of both technical knowledge of the field of housing finance and experience with organizational systems and management are critical to achieving the desired client results. These have included the principle change management for realignment of Mercy Housing in 2006-8, preservation of Greater Miami Neighborhoods portfolio through bankruptcy, successful unwinding of the Neighborhood Housing Services of Silicon Valley organization and reposition of their portfolio on behalf of investors and their Board managing the merger/acquisition of Lakefront Supportive Housing by Mercy Housing, Inc. She has provide support and leadership for a host of housing development entities during the development of their plans including BRIDGE, Inc., TNDC, CPDC, Inc., Urban Edge, Abode Housing and Nevada HAND.
 
Additionally, she is a Senior Advisor and active in the delivery of commercial market assessments in 80 commercial markets for LISC in Los Angeles, San Diego, Chicago, Richmond, Pittsburgh, the Maricopa Valley (Mesa and Tempe) to illustrate a few.  Helen currently serves on the Board of the National Equity Fund.
 
She is a 5th generation Californian, born in the Napa Valley when prune’s far outnumbered grapes. She went to the University of California at Santa Barbara, majored in History and African Studies. While retaining a residence in the Napa Valley where she worked and was active in the community following college, she now resides in Chicago working nationally in community and business nonprofit support. She also is the Vice Chair of Board for the Friends of Midway Atoll.
 
Contact Information: hdunlap@hdunlapconsulting.com

 

Scott Hugo, Assistant Professor of Practice, Lokey School of Business and Public Policy at Mills College

Scott Hugo is an Assistant Professor of Practice with the Lokey School of Business and Public Policy at Mills College, where he teaches graduate public policy ethics and housing policy. He graduated from UCLA with a BA in Political Science and History, afterwards earning an MPhil in International Relations at Oxford University on a Rhodes Scholarship. He subsequently completed the joint Juris Doctor/Master of Public Policy program at Harvard Law School and the Kennedy School of Government. In addition to teaching, Scott serves as a Neighborhood Law Corps attorney with the Oakland City Attorney's Office.
 
Contact Information: shugo@mills.edu

 

Charmaine Curtis, Principal, Curtis Development

Charmaine Curtis is a leader in the Bay Area development community where she is known for her ability to solve complex development issues and deliver results. Whether running her own venture or playing key roles in prominent development firms, Charmaine approaches her work with integrity and passion. Her real estate experience encompasses a diverse range of multi-family, mixed-use, urban infill projects including the groundbreaking conversions of formerly industrial buildings to lofts and an entire city block with housing over a full service grocery store. She has overseen or otherwise participated in the development of over 7,000 units of housing.
 
Charmaine sees the unique potential of pioneering sites and neighborhoods and how to contribute to and enhance their vibrancy and livability. She understands the risks inherent at each stage of the development process and how to effectively manage them.
 
Before starting her own ventures, Charmaine was President of A.F. Evans Development and Director of Development for Mercy Housing. She has a Master’s Degree in City and Regional Planning form the University of California, Berkeley and a Bachelor’s degree from Dartmouth College. She is a longtime board member of SPUR, a public policy think tank that focuses on good planning and good government.
 
Contact Information: charmaine@curtis-development.com
 

Vanessa Riles, Interfaith and Community Organizer, East Bay Housing Organizations

Vanessa Riles is the Interfaith and Community Organizer at East Bay Housing Organizations.  She was born and raised in Oakland and has a rich familial history and deep roots in Oakland and regional politics.  Vanessa is committed to social transformation and spiritual development.  Vanessa has participated in direct actions, public advocacy campaigns, community forums, panel discussions, and various forms of civic engagement throughout Oakland to disrupt systemic oppression, protest the persistent and pervasive war on Black life, protect public interest, and hold space for public spiritual worship. Vanessa’s social justice work is deeply rooted in her faith.  She hopes to utilize her experience to empower and engage marginalized communities and constituencies in order to centralize their voices in the movement for Housing Justice.  Those who are most often ignored or completely shut out are generally the same people who are the most directly impacted.
Contact Information: vanessa@ebho.org

 

Alicia Klein, Associate Director of Housing Development, Resources for Community Development

Alicia Klein joined Resources for Community Development in 2012 and has 25 years of experience in affordable housing development and funding. Her focus as associate director of housing development includes site acquisition, securing development funding, completing all site entitlements, and community outreach. Currently, Alicia is leading the housing development teams on new construction of affordable communities for low-income families, seniors, residents with special needs, and previously homeless individuals in Berkeley, Concord, and Oakland. Alicia was the lead in partnering with two churches to bring two new construction projects through pre-development and into construction. She collaborated with St. Paul’s Episcopal Church in Walnut Creek to create affordable, supportive housing over a new homeless day center on the Church’s land. Alicia has worked closely with church members to negotiate site control agreements, secure full funding commitments, and provide a temporary home for the day center. To carry out the vision of Christ Lutheran Church of Fairfax, she secured grant funds, commitments of county funding and rental subsidy, and hard-won local approvals for RCD’s first development in Marin County, Victory Village, for very low-income seniors.

Alicia’s previous experience includes senior level project management and program management with the Richmond, California, Community Redevelopment Agency and the San Francisco Mayor’s Office of Housing. Alicia got her start in affordable housing as a founding board member of a faith-based transitional home for formerly homeless women recovering from substance abuse. She has a Master of Public & Private Management from Yale School of Management and a B.A. in Latin American Studies from Wesleyan University.

 

Landis Graden, CEO, DCG Strategies

In 1997, Landis founded Penn & Graden Properties, a residential properties acquisition company, leaving behind a very successful career at a Fortune 500 company. At Penn & Graden, Landis managed multiple real estate investment groups that were focused on acquiring, rehabilitating, and selling undervalued Bay Area properties, all of which resulted in positive returns for investors.

As the previous Chair of the Vallejo Planning Commission, Landis blends his business acumen with a local grasp of his community’s needs and values. Fusing opportunity, understanding, and experience has enabled Landis to pursue projects that strengthen the community’s economic base, attract new business and jobs, and work towards a sustained, healthy, robust future for the coming generation.

In addition to the Vallejo Planning Commission, Landis is the Board Director on the Vallejo Chamber of Commerce, Board Member for the Community Democratic Club of Solano County, Board President of Glad Tidings Community Development Corporation and previously served on the Board of Brighter Beginnings and the City of Hayward’s Economic Development Committee.

A licensed real estate broker, Landis earned a Bachelor of Science Degree in Information Systems Management from the University of San Francisco, and an MBA from Holy Names University.

Contact Information: lgraden@dcgstrategies.com

 

Adrianne Steichen, Principal, PYATOK

As Principal, Adrianne brings more than 17 years of experience and leadership to student and multifamily residential developments throughout the San Francisco Bay Area. Adrianne believes that good design is for everyone and chose a path in housing as an opportunity to deliver good design at all income levels. By building affordable and quality housing, Adrianne believes that we can provide individuals with the necessary security to focus on the other important aspects of their lives: family, education, health, work, and community. She has served on design award juries for Bank of America, AIA Minnesota, Association of Collegiate Schools of Architecture (ACSA), AIA and HUD, and has spoken widely at NPH, SPUR, AIA and the American Planning Association national and local conferences. She is the 2020 President of American Institute of Architects (AIA) San Francisco chapter and in 2015, the AIA recognized Adrianne nationally as a Young Architect of the Year. 

Contact Information: asteichen@pyatok.com

 

Theresa Ballard

Theresa brings almost 20 years of expertise with residential community architecture, primarily publicly funded affordable housing and permanent supportive housing -- projects that require her sensitive and collaborative approach to communities and stakeholders. Past projects include both new construction and rehabilitation for complex construction typologies, providing an informed appreciation for not just how buildings are created, but also how they evolve over time. Outside of work, she is a dedicated advocate of smart solutions to homelessness having spent 12 years as a board member for non-profits Abode Services (homeless services provider) and Allied Housing (permanent supportive housing developer).  This experience offered her unique insights into the particular needs of vulnerable populations and the organizations that partner to serve them.  Also a former Planning Commissioner, Theresa is informed by project delivery experiences from all sides of the table.  As an Associate Principal at PYATOK, Theresa contributes toward our ongoing elevation of design standards, and is a founder of our equity task force.   Theresa holds a Bachelor of Architecture degree from Cal Poly (San Luis Obispo) and is a Registered Architect in California.

Contact Information: tballard@pyatok.com

 

Kenneth N. Jones

Mr. Kenneth N. Jones is an urban real estate developer and development and management consulting professional and advisor with over 20 years of experience. He is a Principal in Landis Development, LLC and his leadership in a number of important initiatives surrounding affordable housing, urban infill, and transit-oriented and mixed-development has impacted the lives of thousands of families, individuals, and seniors. He was worked with a variety of public and private clients to help them improve their communities for low-income seniors and families. Mr Jones has worked with a host of public agencies including the City of San Francisco, City of Oakland, the University of North Carolina MBA Program, and a host of other for-profit and non-profit developers throughout northern and southern California.

Mr. Jones is an expert in real finance and public/private partnerships. As a guest lecturer at the University of North Carolina Chapel Hill MBA Program, Mr. Jones is a recognized leader in sustainability and urban development. Mr. Jones was selected as part of a national team to evaluate the development potential and develop a master plan for Atlantic Beach, South Carolina. With the health disparities faced by many low-income communities, Mr. Jones has been a leader and staunch advocate for “healthy homes” and sustainable development. Mr. Jones has been involved in several community wide-master plans and has developed over 20 projects constituting more than 1,400 units and 100,000 square feet of commercial and retail space.

Mr, Jones has also worked with a number of community organizations including the Renaissance Entrepreneurship Center, the National Foundation for Teaching Entrepreneurship, Plugged-In, the Peoples Community Credit Union. Mr. Jones is involved in public policy, advocacy, and currently serves on a number of non-profit Boards including the East Bay Housing Organizations and the Fresh Food Foundation. Mr. Jones graduated from UC Berkeley with a degree in Business Administration with a Finance and Real Estate emphases. He also has a Master’s Degree in Real Estate and the Built Environment from the University of Denver.

Contact Information: kjones@landisdevelopment.com

Resources

Program Contact Information

HDCB@lisc.org