185 DARTMOUTH STREET BOSTON, MA 02116 P. 617.695.9595 TCBINC.ORG Name of Organization: The Community Builders, Inc. 1. Please identify the principal contact within your organization for this application by name, position, email and phone number. The principal contact will be: Eliza Datta Regional Vice President of Development, New England [email protected] 857-221-8643 2. Please describe your interest in having a Kuehn Fellow. Throughout its 50+ year history as an organization, The Community Builders, Inc. (TCB) has provided mission-oriented growth opportunities to developing housing and community development professionals and future leaders who have gone on to serve the field in numerous states and a variety of non-profit, public and support organizations, as well as for-profit firms. The breadth and diversity of TCB’s work has provided significant career development opportunities to generations of such practitioners. The opportunity to host another Kuehn Fellow is something that TCB is excited about, as it will allow us to continue to develop practitioners and leaders. Building on what we learned from the experience with our first Kuehn Fellow, we would like to host a second Fellow in our core Development group, which is headed by Eliza Datta, our New England Development leader. We envision the role of this Fellow as a project manager role, with a focus on a specific project or projects, to provide broad exposure to TCB’s local development work, as well as the opportunity to work with and learn from many TCB Development staff, including our most experienced, senior development staff. In addition, we plan to provide a well-rounded experience through interaction with development staff involved in project finance, NMTCs, lending, legal, design/construction. We are very excited about the prospect of hosting a second Kuehn Fellow, and we believe that the program we have planned will provide significant growth opportunities for the Fellow while creating value for TCB. 3. Please provide a brief summary of your Massachusetts affordable housing projects developed or acquired over the past five years and expected to be developed or acquired over the upcoming two years. Please describe or provide a list of your full existing portfolio of affordable housing and community economic development projects. Kuehn Fellowship Application The Community Builders, Inc. December 16, 2016 TCB is one of the most active developers of affordable and mixed-income housing in the Commonwealth. Over the past five years, we’ve built or preserved nearly 1,400 housing units totaling more than $500 million in development costs. (A full list of these projects is attached to this application.) However, the impact of these homes cannot be counted solely in terms of number of units or dollars. TCB strives to work with local stakeholders to create mutually beneficial neighborhood change, to expand access to high quality, affordable homes, and to advance innovation in affordable housing financing and design - all areas in which Bob Kuehn was a pioneer. In the spirit of continuing that tradition, TCB has ambitious plans for affordable and mixedincome housing development in the coming two years that reach the corners of Massachusetts. By the end of 2016, we expect to close on the first phase of redevelopment at Lyman Terrace, a distressed public housing development in downtown Holyoke. In 2017 we expect to close four additional projects: A.O. Flats at Forest Hills, a 78-unit mixed-income rental development adjacent to the Forest Hills T-station, which will be one of the first projects to close under MassHousing’s new workforce housing program; Noquochoke Village, a 50-unit development in Westport, MA that will be built on land that was purchased with Community Preservation Act resources and donated by the town to meet the needs of modest-income households living in Westport; Fruit Sever Apartments, a 132-unit preservation project in Worcester, MA that TCB acquired as DHCD’s agent under Chapter 40-T; and The Clarion, a 40-unit mixed-income, mixed-use project on Blue Hill Ave in Dorchester. We have several other exciting projects in the pipeline that we expect to advance through the design, permitting and financing stages of predevelopment in 2017, in preparation for 2018 closings. These projects include: 250 Centre Street, a 112-unit mixed-income development in Jackson Square, which just received a $3.4 million MassWorks award; 125 Amory Street, the redevelopment of a public housing site in Jamaica Plain that will preserve and upgrade an existing 200-unit elderly/disabled development and introduce 300350 units of new mixed-income housing; and 3368 Washington Street, the redevelopment of the Pine Street Inn’s commercial property on Washington Street in Jamaica Plain to create a mixed-use, mixed-income development that includes permanent supportive housing for formerly homeless households. These new developments spans many different geographies and property types, but in each case, TCB’s goal is to create access to opportunity for families to live in a great home where they can be happy and successful. We are committed to sustainable design, in reducing the environmental impact through efficiency, reuse of existing buildings whenever practical and in longtime property stewardship executed by our property and asset management groups. Our strategic plan and mission call for us to build and sustain communities, and to be long-term stakeholders in the communities we build side-by-side with local partners so that our residents and the neighborhoods they live can achieve their full potential. Kuehn Fellowship Application The Community Builders, Inc. November 15, 2016 4. Please provide a job description for the Fellow, including job responsibilities. The Kuehn Fellow/Project Associate will work with other members of the New England development team to provide project management support to key projects in TCB’s Massachusetts pipeline. Our goal is to give the Fellow exposure to a wide range of development activities, to provide the kind of critical, hands-on experience that will help advance the Fellow’s career goals. Our current thinking is that the Fellow will be assigned primarily to our Jackson Square/Amory Street Redevelopment project, a large-scale mixed-income initiative that TCB is undertaking in the Jackson Square neighborhood of Jamaica Plain that includes the 250 Centre Street and 125 Amory Street projects described above, as well as extensive infrastructure and open space improvements. This redevelopment initiative is being led by Noah Sawyer, a Senior Project Manager who has been with TCB for 10 years. The project integrates many themes that are important to TCB’s mission: creating housing opportunities for households with a wide range of income and needs; designing and financing projects that support mixed-income populations; working with experienced partners; and supporting economic development and other community investments that strengthen neighborhoods. The Fellow will have an opportunity to work on all aspects of the project, from defining the program, developing the building design, securing zoning approvals, developing a legal/financing structure to support the mixed-income components of the project, preparing funding applications, and – ideally – seeing the project through to a construction loan closing on the initial phase of development. This process with give the Fellow exposure to all of the disciplines within TCB’s development group, including design and construction, legal, lending and finance, and will also provide professional experience with tangible outcomes that will support the Fellow’s career goals. 5. Please provide a general work plan for the Fellow’s first year, and the experiences and goals you intend for the Fellow during his or her first year. The work plan should additionally provide in as much detail as possible what specific projects the fellow would work on within real estate and, if applicable, within other parts of the organization, to whom he or she would report overall and on specific projects, the timelines for the projects and what the outputs would be. In particular if you are anticipating project work within other departments, please provide detail on what those projects would be, who would be primarily responsible for overseeing the Fellow on those projects and how they would collaborate/coordinate with the Fellow’s primary supervisor. (The work plan will be a living document to which the organization and the Fellow may make mutually agreed changes.) As noted above, we envision that the Fellow will play a supporting role within the development group, with a focus on TCB’s Jackson Square/Amory Street Redevelopment. The following is an outline of tasks the Fellow would be assigned in the first year: Work with team to help advance master plan and building designs for the project. Assist with zoning approvals process. Plan and participate in meetings with agencies, community groups, and other stakeholders. THE COMMUNITY BUILDERS | 3 Kuehn Fellowship Application The Community Builders, Inc. November 15, 2016 Evaluate possible financing structures to support the mixed-income goals for the project. Evaluate possible construction strategies/technologies to help control building costs for the project. Assist with the development of an ownership, financing and operations plan for the infrastructure and open space components of the Jackson Sq/Amory St projects. Prepare financing applications for the project. The Fellow will report primarily to Noah Sawyer, Senior Project Manager and director of the Jackson Square/Amory Street initiative, and to Eliza Datta, Regional VP of Development, but will have the opportunity to work with many members of TCB’s development team, including: Tom Buonopane, VP of Finance Morgan Wilson, VP of Development Operations and Community Lending Zan Bross, Director of Design and Construction Joey Smith, Deputy General Counsel 6. Please identify the person who will supervise the Fellow, including that person’s experience and position in your organization. (word limit: 250) Eliza Datta is Regional Vice President of Development for TCB. Eliza joined the company in 2013 and directs TCB’s development activities for the New England region, which currently includes a pipeline of 1,500 units of housing across 15 new construction and preservation projects in Massachusetts and Connecticut. Eliza has 20+ years of experience in real estate development, with a focus on complex urban and multifamily projects. Prior to joining TCB, she was a vice president for development with New Boston Fund, a private real estate investment firm, where she managed several largescale mixed-income development projects in the Boston area. Prior to that, she was a vice president for real estate development with Phipps Houses, New York City's largest nonprofit owner and developer of affordable housing. Noah Sawyer is a Senior Project Manager and director of TCB’s Jackson Square/Amory Street redevelopment project. Noah has been part of the New England development team since 2010 and has led a broad range of affordable and mixed-income real estate projects in the region. Previously, Noah served as a Project Manager in TCB’s Preservation group, managing restructurings and renovations of 1,000 units of distressed and at-risk affordable housing. He also served a Research Associate at the Urban Institute in Washington, DC, conducting research on housing finance and community development for federal state and local government. Noah holds a Master’s in Public Policy and Urban Planning from Harvard University, as well as a Bachelor in Mathematics from Vassar College. THE COMMUNITY BUILDERS | 4 Kuehn Fellowship Application The Community Builders, Inc. November 15, 2016 7. Please identify the customary benefits the Fellow will receive. TCB offers a rich benefits package. Blue Cross Blue Shield provides our health coverage with excellent plan design through HMO & PPO plans with employees earning less than $75,000 paying between 25% and 35% of the monthly costs depending on the plan. We have a health Reimbursement Arrangement (HRA) & Flexible Spending Accounts (FSA & DCA) available as well. We also offer dental insurance, life insurance, a vision plan, an employer paid short term disability plan, and a 403b retirement plan with an employer match after the first year of service. Employees earn time off through a paid time off bank (beginning at 21 days per year) in addition to state and federal holidays. In addition to the benefits package summarized above, TCB will offer up to $5,000 to support the Fellow’s professional development, including conferences and external trainings. 8. Please identify a mentor (not a member of staff ) for a Fellow who is willing to serve, and include that person’s background and contact information. Aviva Rothman-Shore has agreed to serve as a mentor for the Fellow. Aviva Rothman-Shore is a leader in the field of community development currently working on projects for Stewards of Affordable Housing for the Future (SAHF), The Neighborhood Developers, Just-A-Start and Cambridge Housing Authority to support the creation and implementation of high quality resident services initiatives. Rothman-Shore spent the last three years working at The Community Builders where she led the implementation of Community Life (resident services) at family and senior sites as well as the strategy to expand the initiative across the TCB portfolio. She focused on achieving operational excellence through partnerships and clear outcomes with metrics. In addition, Aviva collaborated with the development staff to incorporate the needs of residents and neighborhoods into the pre-development process and bridge that knowledge to operations. Previously, Rothman-Shore worked as a Project Manager and Staff Advocate at the Conservation Law Foundation, where she managed a wide range of projects in the areas of clean energy, urban agriculture, smart growth development and transportation funding. Prior to this, she worked as the Outreach and Policy Director at The Fair Housing Center of Greater Boston. She focused on addressing discrimination in the housing market through educational programs that promote creating welcoming communities as well policy changes to discourage discriminatory practices. She has also held positions at the International Institute of Boston, the Jewish Community Relations Council, and Crittenton Hastings House. Rothman-Shore holds an MBA from the Heller School for Social Policy and Management at Brandeis University and a Bachelor's degree in Urban Studies from Brown University. Contact information: [email protected] 617-359-9215 THE COMMUNITY BUILDERS | 5
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