LISC National
What We Do

Phase 1: Workshops

Overview

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. 

Structure and Schedule

Workshop 1: Intro to Affordable Housing Development

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

Materials

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

    Workshop 2: Organizational Readiness

    Description

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

    At the conclusion of this workshop, the following resources may be made available to interested organizations who work through the Organizational Self-Assessment Tool introduced during the workshop:

    • LISC will offer up to five hours of 1:1 advisory time with an experienced affordable housing development advisor.
    • LISC will offer up to $2,500 to organizations who need financial support for reports to evaluate their site’s feasibility for affordable housing development.

    Materials

    Schedule

    Tuesday, July 9th

      Wednesday, July 10th  

    Friday, July 12th

    4:45 pm - 8:00 pm

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

    2:45 pm - 6:00 pm

    Dublin Public Library Community Room, 200 Civic Plaza, Dublin, CA 94568

    1:15 pm - 4:30 pm

    Fox Community Room, 555 19th St, Oakland, CA 94612

     

       

      Workshop 3: The Development Team and Partnerships

      Description

      • The development process
      • Development team roles and responsibilities
      • Joint venture partnerships and potential ownership structures
        • Why they're important
        • How to identify partners and advisors

      Materials

      Schedule

      Monday, August 12th  

      Friday, August 16th 

      10:45am - 2:00pm

      Pleasanton Library

      400 Old Bernal Ave

      Pleasanton, CA, 94566

        12:45pm - 4:00pm

      Eastside Arts Alliance

      2277 International Blvd

      Oakland, CA 94606

       

      Workshop 4: The Money & The Timing

      Description

      • The economics of what we want to do and what we can afford to do
      • Financial resources for development
      • Overview of Phase 2: Targeted Technical Assistance opportunity and application process

      Materials

      Schedule

      Monday, August 19th  

      Tuesday, August 20th

      8:45am - 12:00pm

      The California Endowment's Center for Healthy Communities

      2000 Franklin St, Oakland, CA 94612

       12:30pm - 3:30pm

      Dublin Civic Center Regional Meeting Room

      100 Civic Plaza, Dublin, CA 94568

       

      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

      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

      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

      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

      Lauren Maddock, Senior Housing Finance Consultant at California Housing Partnership

      Lauren Maddock joined the California Housing Partnership in 2018. Prior to joining the Partnership, Lauren worked for 13 years at Mercy Housing California in a variety of roles, most recently as a Senior Project Developer specializing in the re-syndication of Mercy Housing’s existing portfolio. Prior to that, she was the Director of Asset Management for Mercy’s California portfolio encompassing 130 properties representing nearly 8,500 affordable units where she oversaw a team of five Asset Managers across the state. In this role, Lauren became a specialist in negotiating the buy-out of Low Income Housing Tax Credit investors in 18 transactions. She has extensive experience evaluating and developing strategies for older asset portfolios and has direct experience with a wide range of affordable housing finance tools including LIHTCs, tax-exempt bonds, and virtually all public funding programs administered at the local, state, and federal levels. Lauren is a frequent conference speaker and has presented on a variety of topics including portfolio analysis and management, Year 15 investor exits, re-syndications, and occupied rehabilitation and relocation strategies.

      Lauren received a Master’s of Nonprofit Administration from the University of San Francisco School of Management and a B.A. in Archaeology with a minor in Earth Science from Boston University. She serves on the Community Housing Partnership Board of Directors and was appointed to the Richmond Rent Board in 2016 and appointed Board Chair in 2019.

      Contact Information: lmaddock@chpc.net

      Dixie Lira-Baus, Associate Director - Acquisitions and Special Projects, Eden Housing

      Dixie Lira-Baus joined Eden Housing in 2018. She brings 25 years of experience in the real estate industry, including real estate management, development, compliance, asset management and financing. As the Acquisitions and Special Projects Associate Director for the Real Estate Development Department, Ms. Lira-Baus compiles and presents comprehensive deal analysis packages, underwrites and assesses risk associated with acquisition opportunities to internal Directors and selected review committees. Additionally, she participates in project structuring, strategic planning, including business plan development and implementation strategies for the Real Estate Development Department.

      Her professional acumen provides a unique combination of real estate management and development expertise.  Ms. Lira-Baus has participated in the development process of more than fifty transactions across the states of California, Arizona, Missouri, Texas, Illinois and Florida.

      Contact Information: Dixie.Lira-Baus@edenhousing.org

      Reverend Phil Brochard, All Souls Parish

      The Reverend Phil Brochard serves as the Rector, or priest with responsibility for a parish, of All Souls Episcopal Parish in Berkeley. Phil is a native of the East Bay, growing up in Oakland and completing his undergraduate work in media and education at the University of California, Berkeley. After working in broadcasting in Los Angeles and San Francisco, he discerned a call to live out his vocation as an Episcopal priest. He served a congregation in Walnut Creek, before returning to Berkeley to serve All Souls in 2008. In addition to preaching, writing, pastoring, and shepherding affordable housing projects, Phil loves to garden and fish, though not at the same time.

      Contact Information: phil@allsoulsparish.org

      Elena Serrano, Program Director and Founding Member, Eastside Arts Alliance

      Elena Serrano - Program Director and founding member of the EastSide Arts Alliance Collective. Serrano is a cultural strategist and community organizer. As Program Director for EastSide Arts Alliance she coordinates community and cultural events and the annual Malcolm X JazzArts Festival (currently in it’s 20th year!). She is also overseeing EastSide Arts Alliance’s fundraising efforts. Serrano has over 35 years working in all aspects of non-profit arts management including work at La Peña Cultural Center in Berkeley and the Malonga Casquelourd Center for the Arts in downtown Oakland. Currently coordinating the efforts underway in East Oakland to develop a Black Cultural Zone as a way to honor and uplift Oakland’s rich African American culture and to offset displacement underway that has resulted in a 50% loss in Oakland’s Black population. 

      Contact Information: elena.eastside@gmail.com