WORK

Lead contractor. $500K Phase 1 winner; $52M Phase 2 finalist for the U.S. Economic Development Administration Recompete Program. 90+ partners. Seven-part workforce investment strategy produced in six months. Full plan, community mapping, and all work products developed with Dr. Robin Breault (subcontractor) and 6 others subcontractors.

Sole-source. Three-year evaluation of 15 nonprofits and 77 small businesses. Directly qualified Santa Cruz County as one of 65 US Economic Recovery Corp fellowship sites nationally from approximately 500 applicants. This work was selected as the cover story of the Community Foundation for Southern Arizona’s 2024 annual report, “The Power of Partnership.”

Initial strategy produced in 3 months: 33 stakeholder interviews, NLP-assisted analysis, systems map of multi-sector relationships. Followed by the 2023 Community Development Pathways plan: a nested set of plans building sustained programming and investment pipelines across sectors with Dr. Robin Breault.

Sole-source. Led task force of experts, elected officials, and public with team of subcontractors to produce what has served as the foundational strategy currently guiding the county’s affordable housing strategy.

Authored field-defining white paper on measuring financial capability outcomes and part of team conducting the follow-on 10-site national evaluation field test. Produced with Ford Foundation and Annie E. Casey Foundation and other major foundations.

Sole-source. Independent third-party facilitator for the Santa Cruz County Advisory Panel on the South32 Hermosa Project. Structured panel and facilitated monthly public meetings documenting community needs, priorities, and concerns about the Patagonia Mountains mining project. Used NLP-assisted analysis to synthesize community voice. Authored the December 2021 Year-End Report on the panel’s findings: an independent record of community priorities produced for South32 and the public.