Quarterly Summary
as of April 30, 2015
Historic Membership Overview
2012 2013 2014 2015 Goal
Renewing Members 54 63 69 85
...
Quarterly Summary
as of April 30, 2015
Member Technical Assistance
NALCAB supports its members by increasing access to cap...
Quarterly Summary
as of April 30, 2015
Administration, which administers CDBG and Section
108 for rural cities and countie...
Quarterly Summary
as of April 30, 2015
During the first quarter of 2015, NALCAB managed 58 subgrants totaling $4,240,500. ...
Quarterly Summary
as of April 30, 2015
People and Places Conference in Washington, DC
Hosted by: NALCAB, National CAPACD, ...
Quarterly Summary
as of April 30, 2015
 Erica Michelle Calderon, Hacienda CDC, Portland, OR;
 Gabriela Sanchez, LAEDA-La...
Quarterly Summary
as of April 30, 2015
Federal Agencies: Consumer Finance Protection Bureau
 Planning a conference call o...
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NALCAB 2015 Quarter1 Summary

Published on: Mar 3, 2016
Source: www.slideshare.net


Transcripts - NALCAB 2015 Quarter1 Summary

  • 1. Quarterly Summary as of April 30, 2015 Historic Membership Overview 2012 2013 2014 2015 Goal Renewing Members 54 63 69 85 New Members 18 19 12 5 2015 Paid Members (renewing and new) 72 82 81 90 Members ≈ > 12 months past due 11 15 11 5 Total Members (inc. >12 months past due) 105 116 112 100 Paid Members (within last 18 months) 94 101 101 100 Removed from Role 19 12 For 2015, NALCAB has budgeted $75,000 revenue from membership dues. In Quarter 1 of 2014, 1 new members joined NALCAB and 3 member organizations renewed. Membership $30,050 $72,129 $74,000 $92,750 2011 2012 2013 2014 Membership Dues 2011-2014 Membership Dues 2011-2014 Highlights  As of 2015 the organizational structure includes the following new positions: Chief Program Officer, Chief Development Officer and Chief of Staff.  In January 2015, Ford Foundation hosted a convening of investors for NALCAB to present the Catalyst Fund.  NALCAB Board of Directors met in San Antonio, TX on February 23, 2015 to meet Bruce Campbell, Blue Dot Advocates and learn more about the development of the NALCAB Catalyst Fund.  NALCAB held its Grand Opening Reception on March 19, 2015 to celebrate its new national headquarters.  NALCAB co-hosted, along with NACEDA, National CAPACD, and the Urban League the first People & Places Conference in Washington, DC on March 4-6, 2015. This first of its kind event brought together community-based groups from across the country and showcased what's working to advance opportunity in low-income neighborhoods and communities of color.  Executive Director, Noel Poyo joined the Center for Responsible Lending Board of Directors.  NALCAB now has 19 staff members and 3 interns.
  • 2. Quarterly Summary as of April 30, 2015 Member Technical Assistance NALCAB supports its members by increasing access to capital, building organizational capacity and project readiness, and organizing consortia and peer to peer learning. During Quarter 1 of 2015: 19 unique organizations received technical assistance (TA):  11 Organizations received resource development support  5 Organizations received program development assistance  4 Organizations received assistance with leadership development  2 Organizations received small business development assistance  2 Organizations received assistance with strategic planning Municipal Technical Assistance NALCAB continues providing technical assistance to state and municipalities through the U.S. Department of HUD OneCPD program. During 2014 NALCAB has been engaged in the following assignments: TA Recipients Description Period of Performance Budget Amount San Antonio, TX NALCAB is providing innovative technical assistance to the City of San Antonio to coordinate and leverage the resources and partnerships to most strategically deliver community development opportunities for San Antonio residents. Taking advantage of the tremendous opportunities ahead in an environment of declining federal entitlement funds requires San Antonio to innovate. San Antonio is responding to this challenge with a new multi-department, multi- agency initiative called REnewSA. NALCAB is assisting the city with the following technical assistance: asset mapping and identifying a potential pipeline of investment; HOME and CDBG program design; and the HUD 5 year Consolidated Plan. 1/8/2014 – 9/30/2015 $339,360.00 Arecibo, PR NALCAB identified that Arecibo is in need of extensive capacity building; to include the integration and utilization of desk guidebooks and procedural manuals to more effectively implement and manage its CDBG and HOME programs. NALCAB is assisting grantee to implement and integrate all of the new tools that will from existing HUD resources and integrate materials into their daily work flows. 4/1/2014 – 4/30/2015 $224,055.65 New Mexico NALCAB is providing technical assistance to the New Mexico State Department of Finance and 4/1/2014 – 8/31/2015 $197,423.00 Technical Assistance
  • 3. Quarterly Summary as of April 30, 2015 Administration, which administers CDBG and Section 108 for rural cities and counties. Technical assistance is also being provided for staff overseeing HOPWA programs which are administered by the NM Mortgage Finance Authority. Pasadena, TX NALCAB is providing Technical Assistance (TA) to help the City of Pasadena, Texas more effectively implement and manage its CDBG program. 4/15/2014 – 4/29/2015 $80,845.56 Rural Technical Assistance In 2014, NALCAB secured a $1 million grant from the U.S. Department of HUD Rural Capacity Building for Community Development & Affordable Housing Program to provide technical assistance to organizations in rural areas. The table below includes the TA recipients selected via an RFP process. RURAL TA Recipient Location Period of Performance Budget Affordable Homes of South Texas, Inc. Hidalgo County, TX Apr. 2015 - Sept. 2016 $48,701 Arc of Hilo Hilo,HI TBD TBD California Human Development Santa Rosa, CA June 2015 - Sept. 2015 $16,531 Collier County Naples, FL May 2015 - May 2016 $26,551 Habitat for Humanity Hardee County, FL May 2015 - April 2016 $26,923 HAND Noblesville, IN May 2015 - Dec. 2015 $6,795 Homes in Partnership Apopka, FL June 2015 - May 2016 $27,581 Huntingburg County Housing Authority Huntingburg, IN May 2015 - April 2016 $13,050 International Sonoran Desert Alliance Ajo, AZ Mar. 2015 - Jan. 2016 $21,384 LifeTime Housing Group Dillboro, IN May 2015 - Dec. 2015 $16,759 Neighborhood Housing Services of San Antonio San Antonio, TX June 2015 - Sept. 2015 $19,708 Nogales Community Development Corporation Nogales, AZ Apr. 2015 - Dec. 2015 $29,562 Pacific Gateway Center Honolulu, HI TBD TBD San Benito County Hollister, CA Mar. 2015 - Dec. 2015 $33,791 South Central Farmers and Health Sun Valley, CA Apr. 2015 - Dec. 2015 $37,297 Tierra Del Sol Housing Corporation Las Cruces, NM Mar. 01, 2015 - Feb. 2016 $21,459 TRI-CAP Jasper, IN TBD TBD
  • 4. Quarterly Summary as of April 30, 2015 During the first quarter of 2015, NALCAB managed 58 subgrants totaling $4,240,500. 28 subgrants totaling $200,500 were newly issued this quarter. Subgrant management includes issuing Requests for Proposals (RFPs), scoring, managing subgrantees, reporting, site visits and technical assistance. Category Source Number Total Amount Capitalization of CDFI Loan Funds JP Morgan Chase 3 $2,775,000 Strengthening Food Based Business Incubators Sam’s Club/ Mary Reynolds Babcock Foundation 9 $290,000 Expanding Capital Focused Small Business Development Services Sam’s Club 11 $345,000 Increasing Lending to Small and Micro Businesses Sam’s Club 9 $600,000 SBA Prime Subgrantees SBA Prime 9 $90,000 People and Places Collaborative Conference Ford Foundation 2 $70,000 Colegio Fellowship JP Morgan Chase 15 $70,500 Total 58 $4,240,500 Event/Webinar Title Date # of Attendees Overview of the 2015 OCS CED Grant Program Presented by: Jeremy Carter, Chief Development Officer and Storm Taliaferrow, Membership and Resource Development Manager, NALCAB February 4 39 Policy Webinar Presented by: Anne Pasmanick, External Affairs Director, NALCAB and Susie Brown, Director of Public Policy at Minnesota Council of Nonprofits. February 13 25 Fellowship: Welcome Webinar Presented by: Melinda Gonzalez, Program Coordinator, NALCAB February 19 15 During this quarter, NALCAB co-hosted the first People & Places Conference in Washington, DC while holding various webinars, and a Fellowship training event in Phoenix, AZ. Trainings & Events NALCAB Subgrant Management
  • 5. Quarterly Summary as of April 30, 2015 People and Places Conference in Washington, DC Hosted by: NALCAB, National CAPACD, NACEDA, and National Urban League March 4-6 412 Increasing Leading to Small and Micro Business Subgrantee Reporting Template Presented by: Cynthia Arreola, Chief of Staff and Chris Robles, Senior Program Manager, NALCAB March 16 7 Expanding Capital-Focused Small Business Development Services & Strengthening Food-Based Business Incubators Subgrantee Reporting Template Presented by: Cynthia Arreola, Chief of Staff and Chris Robles, Senior Program Manager, NALCAB March 17 6 Fellowship Training: Effective Leadership through Self-Awareness in Phoenix, AZ Presented by: Melinda Gonzalez, Program Coordinator, Levar Martin, Senior Program Manager, Carol Rodriguez, Chief Program Officer, NALCAB, Bea Stotzer, Chief Executive Officer and Founder, NEW and NALCAB board Member and Anna Giraldo-Kerr, Leadership and Cultural Competence Coach and Consultant, Shades of Success, Inc. March 23- 26 16 JPMorgan Chase Foundation is currently in sponsorship of NALCAB’s Colegio Fellowship —a nine month training program for 16 Latino leaders from around the country that requires three in-person trainings. The Colegio Fellowship provides mid-career Latino practitioners specialized professional development training that prepares them to become strong executive director candidates in the community development field. Fellows will participate in their second in-person training session in San Antonio, TX on June 16-19 with a training on Nonprofit Management convened in partnership with the University of Texas at San Antonio’s (UTSA) Graduate School of Public Policy. NALCAB Colegio Fellows 2015:  Anastasia Mendoza, El Centro de la Raza, Seattle, WA;  Cynthia Garcia, Affordable Homes of South Texas, Inc., McAllen, TX;  Davin Gordon, Guadalupe Centers, Inc., Kansas City, MO;  Elisabeth Reyes, Puentes New Orleans, New Orleans, LA; Fellowship
  • 6. Quarterly Summary as of April 30, 2015  Erica Michelle Calderon, Hacienda CDC, Portland, OR;  Gabriela Sanchez, LAEDA-Latin American Economic Development Association, Camden, NJ;  Johanna Alvarez, Hispanic Interest Coalition of Alabama, Birmingham, AL;  Juan Diego Castro, Mission Economic Development Agency, San Francisco, CA;  Lindsey Navarro, LiftFund, San Antonio, TX;  Lorraine Frias, El Paso Collaborative for Community and Economic Development, El Paso, TX;  Guadalupe Legaspi, East LA Community Corporation, Los Angeles, CA;  Maria Peck, Access to Capital for Entrepreneurs, Decatur, GA;  Mariela Cedeño, Mandela MarketPlace, Oakland, CA;  Michael Carmona, Hispanic Economic Development Corporation of Greater Kansas City (HEDC), Kansas City, MO;  Paul Landa, SER-Jobs for Progress, Houston, TX;  Pedro Diaz, The Resurrection Project, Chicago, IL. Board of Directors Policy Committee  Developed, with the Public Policy Committee, criteria and guidelines for NALCAB’s policy activity, level of engagement and staffing.  The Policy Committee will approve a policy agenda based on this criteria and input from a member survey to be completed in June, 2015.  Policy Committee agreed to expand by adding an executive director from the general membership to its roster. Policy Partnerships  Worked with the Raben Group to advance NALCAB’s membership in the National Hispanic Leadership Agenda, which advocates on federal appointments of Latino candidates and other public policy issues. Decision to be made in June, 2015  Met with the National Congress of American Indians to identify shared issues and begin a partnership with NALCAB, NACEDA. National CAPACD and National Urban League.  Provided recommendations from NALCAB to the President’s Task Force on New Americans, primarily about federal small business and immigrant economic integration strategies.  Coordinated NALCAB’s participation in the People & Places conference, a partnership with NACEDA, National CAPACD and the National Urban League. Engagement with Federal Agencies: US Department of Commerce Economic Development Administration  At NALCAB’s request, Assistant Secretary Jay Williams present at the People & Places conference and met with staff and members, including Rubi Lee, about federal small business policies  At NALCAB’s request, EDA Special Advisor Nathan Ohle and 7 EDA Regional Directors will meet with NALCAB members, who are EDA grantees, to discuss challenges and potential opportunities. Call is scheduled for April 30.  Working with Noel, David Adame, CPLC, and Nathan Teske, Hacienda CDC on short and longer term follow up plans: from clarifying EDA grant requirements to deploying EDA resources through a consortia platform. Policy
  • 7. Quarterly Summary as of April 30, 2015 Federal Agencies: Consumer Finance Protection Bureau  Planning a conference call on April 24 for NALCAB members with CFPB staff that provided guidance on filing third-party complaints for community members about predatory banking practices. Discussion will focus on CFPB rulemaking, research, investigations and enforcement.  Developing a role for CFPB in NALCAB’s 2015 National Conference. Small Business Administration  Preparing members to speak with Sarah Bard, Director, SBA Office of Faith Based and Community Initiatives about strategies for advancing immigrant economic integration. White House Domestic Policy Council  Met with Luke Tate, WH Domestic Policy Council, to request a White House hosted meeting for NALCAB members and federal agencies charged by small business and entrepreneurship programs and policies.  Will provide Luke with NALCAB’s key policy recommendations for creating a more coherent set of federal small business policies by end of May. Capacity-Building  In addition to working with CFPB and EDA on policy-focused conference calls, I am preparing members to participate in these sessions.  Convened a webinar with Minnesota Council of Nonprofits Director of Public Policy Susie Brown about allowable nonprofit activity under IRS guidelines. Discussed strategies for engaging staff and boards of directors in public policy work. Resource Development and Catalyst Fund  Organized a meeting co-hosted by the Ford Foundation and JPMorgan Chase Foundation to present NALCAB and the Catalyst Fund to over 40 donor advisors, foundation leaders, and social investment supporters.

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