Home Ownership Development Toolbox
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PROJECT MANAGER
TASKS	SKILLS	CONTRACT
Set development agenda Develop and manage work plan Site control negotiating and closing Negotiate, hire, and coordinate work of team members Manage budget, schedule, compliance with loan/grant requirements Take project from concept to lease-up or sales Site control negotiating and closing	Extensive understanding of housing development process and ability to review and assess work of team members Ability to: 1) take charge and make decisions; 2) solve problems; 3) negotiate; 4) engage team members and 5) remove team members, when necessary Knowledge of the federal, state, local and private loan sources, regulations and requirements Experience in managing projects of similar scope and scale	Prepare agreements and contracts with specific tasks and performance measures with attorney Costs vary by area and project type, size.
NEIGHBOHOOD PLANNER
TASKS	SKILLS	CONTRACT
Conduct surveys and analyze data Coordinate community meetings Evaluate and map physical and financial assets Assess feasibility of new economic development initiatives Develop/assemble the comprehensive plans	Degree in Planning/Architecture Experience in developing comprehensive plans Knowledge of housing programs and procedures Knowledge of construction/building housing and infrastructure Familiar with zoning , building, health and safety codes Understanding of economic development principles and strategies Knowledge of traditional and non-traditional funding sources	Prepare agreements and contracts with specific tasks and performance measures with attorney Use in-house staff to evaluate existing data and conduct survey Costs vary by area and level of information needed
MARKET ASSESSOR
TASKS	SKILLS	CONTRACT
Market analysis to determine demand, profile of target population, affordable prices/rent ranges, comparables, present/projected competition	Experience in doing market analysis and particularly market/demand of housing for low income households Knowledge of cost, market, analysis types	Prepare agreement with performance measures Use existing available research as feasible
PROPERTY EVALUATOR
TASKS	SKILLS	CONTRACT
Identify and research potential sites Evaluate sites Local regulatory review and approval process Environmental review Development review Architectural review Other local and federal requirements	Knowledge and experience in local real estate activity i.e. ownership, values, prices, regulatory issues, etc. Ability to research properties (legal land uses, environmental, taxes, neighborhood issues, infrastructure); assess pros and cons of sites and make recommendations	Prepare agreement and contract with specific tasks and performance measures with attorney Costs vary by area and number of evaluation factors
ENVIRONMENTAL ASSESSOR
TASKS	SKILLS	CONTRACT
Conducts preliminary review for acquisition Environmental review of site & building, site visits, review of federal, state, local records, interviews, analysis, recommendations & reports in accord with laws, regulations & lender guidelines	Certification/ Accreditation as environmental assessor Knowledge of funding sources environmental underwriting guidelines Experience in conducting ASTM site assessments	RFP for ASTM Phase I, II Contract to provide report and recommendations Keep separate assessors and remediation firms
ARCHITECT/ENGINEER
TASKS	SKILLS	CONTRACT
Work with owner on Conceptual Plan and prepare schematics Develop site plans, specifications, construction documents Estimate costs Monitor compliance with plans during construction and payments to contractors	Degree and License Experience with designing similar projects and working with nonprofit developers Knowledge of design, innovative, cost saving, energy efficient, building practices and other issues related to project location Experience in appropriate engineering field: geotechnical, structural, civil, mechanical, electrical	Use RFP for bids Use attorney modified AIAI contract Avoid % of construction costs contracts Define relationship between architect & engineers Costs vary by area, size, type of project
REAL ESTATE BROKER
TASKS	SKILLS	CONTRACT
Consult regarding offering terms for properties & most appropriate strategy (e.g. option or cash sale) Assist CDC in negotiations for acquisition Provide appraiser with market data Develop Marketing Program for sale of house Develop procedures for intake, pre-qualification and income certification according to all local and federal Fair Housing and Fair Credit Laws Conduct open houses at model units on weekends	Licensed real estate broker Active and experienced in marketing of entry level single-family starter homes for first time homebuyers Ability to market and assemble pool of buyers	Can be negotiated on fixed price per unit sold or percentage of sale price When developer chooses to produce printed materials and advertisements Realtor's commission should be reduced accordingly If Realtor does not provide a significant number of potential homebuyers, developer has right to seek a new contract with another Realtor
APPRAISER
TASKS	SKILLS	CONTRACT
Determine fair market value of site/property	License/Accreditation by Ohio Dept. of Commerce Division of Real Estate Knowledge of local real estate market Experience in appraising similar projects	Use standardized agreement Costs vary by area, size, and type
ATTORNEY
TASKS	SKILLS	CONTRACT
Review legal and regulatory documents Site control negotiating and closing with project manager Preparation of property closing documents, loan closing documents Act as General Counsel	Degree and license in Law Knowledge of affordable housing real estate development process and experience in legal and financial aspects of producing affordable potentially subsidized housing Knowledge of affordable housing development, organizational, contract, and real estate law Skill in negotiating for publicly and privately held properties; knowledge of local real estate market; understanding of legalities and requirements of various site control options	Negotiate hourly fee and agreement for project related work Avoid retainer-type arrangements
CONSTRUCTION MANAGER
TASKS	SKILLS	CONTRACT
Prepare construction budgets and obtain estimates, and bids and subcontracts for construction or rehabilitation Manage and monitor construction schedule, costs, and quality in accordance with the plans and specifications Oversee quality and schedule of subcontractors	Experience in managing similar projects and working with nonprofit developers Knowledge of construction techniques, methods, and materials Knowledge of design and innovative, cost saving, energy efficient building practices and other issues related to project location Ability to track project and negotiate contracts with subcontractors	RFP for bids Use AIA Contracts modified by Attorney Fees are percentage of construction costs and vary by project size, region.
GENERAL CONTRACTOR
TASKS	SKILLS	CONTRACT
Prepare cost estimates for construction or rehabilitation Perform construction work in accordance with the contract for construction, plans and specifications Ensure quality, schedule of subcontractors	Experience with constructing similar projects and working with nonprofit developers Knowledge of construction techniques, methods, and materials Knowledge of design, innovative, cost saving, energy efficient building practices and issues related to project location	RFP for bids Use AIA contract documents or equal modified by attorney Avoid Cost-Plus-Fee Contracts Costs based on location, type of materials, and number of units Get cost breakdown by trade for new and substantial rehab
HOME BUYER TRAINER/COUNSELOR
TASKS	SKILLS	CONTRACT
Recruit and train first time homebuyers Provide additional credit and budget counseling to families needing additional credit Track homeowners for future services	Ability to market and assemble pool of buyers Ability to develop and transition renters to home buyers Knowledge of mortgage loan process and underwriting and Fair Housing Laws Knowledge of local banking environment Ability to access professional trainers, real estate agent, insurer, etc. Familiarity with development process and construction	Based on a per-home buyer fee
CONSTRUCTION LENDERS
TASKS	SKILLS	CONTRACT
Provide interim financing that can be used to pay for acquisition, soft and/or hard costs of project Underwrite project feasibility	Experience in affordable housing development and layered financing Flexible underwriting within context of community revitalization Ability to respond to questions and produce loan documents in a timely manner	Loan origination fee ranges from 0% to 3% of loan amount Borrower should negotiate for lowest interest rate possible

Portions used from Enterprise Foundation Developer Support System (http://www.enterprisefoundation.org/products/dss/singlefam/sf&24&in&ncppor1.htm)

Next: A2. Key Questions to Ask Prospective Members of Your Development Team

OHIO CAPITAL CORPORATION FOR HOUSING