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Organizational Tools

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Access Tools to Help Build Organizational Capacity

Below are tools that may be helpful for you and your organization. Please check back as we add additional resources.

 

Organizational and Financial Strength

Audit Best Practices

  • Community Development Corporation Audit Best Practices. Download here.
  • Sample Audit RFP. Download here.

Dashboard Reporting: Learn when and why to use a dashboard, typical elements to include, and how to define success.

  • Access the webinar and materials here.
  • The Strength Matters Initiative encompasses four strategically linked objectives designed to support the growth, sustainability, and impact of the affordable housing industry. These objectives were identified through a series of meetings, which convened CEOs, CFOs, lenders, and capital markets investors to gain a high level perspective on the characteristics of strength and barriers to growth for CDRIs. Visit the website here.
    • The Introductory Webinar is available here.
    • Access the Lending Group Affinity Webinars here.

Robust Cash Flow Forecasting: creating a meaningful cash flow report that will be used as a key organizational planning tool

  • View the PowerPoint presentation here and download the cash flow template here.

Green Development

  • Sample Smoke-Free Survey for Residents available here.
  • Sample Tenant Utilities Addendum available here.
  • A Primer on Capital Needs Assessment Providers and Energy Auditors is available here.
  • Green Jobs and Deconstruction, Part 1: Webcast and information are available here.
  • Green Jobs and Deconstruction, Part 2. Webcast and information are available here.
  • Off-site Construction: the green, affordable choice for housing. Background information and the presentation are available here.
  • Using Green Infrastructure to Build Healthy, Livable Communities. Webcast and information are available here.
  • Greening America's Schools. Webcast and information are available here

 

Smart Growth and Sustainability

  • Sustainable Neighborhoods: Parks, Gathering Places and Public Spaces. Webcast and information are available here.
  • Sustainable Neighborhoods: Connecting Housing, Community Development and Water. Webcast and information are available here.
  • Smart Growth Revisited: Community Developers and Sustainability Moving Forward. Recording available here.
  • Taking Vacant Properties Solutions to Scale: Session 1 of Sustainable Communities. Recording available here.
  • Taking Vacant Properties Solutions to Scale: Session 2 of Sustainable Communities. Recording available here.

 

 
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