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pdfNewMarketsTaxCredit(NMTC)ProgramEvaluation
LocalOfficialorOtherRelevantCommunityStakeholder
CaseStyleTelephoneDiscussionGuide
11/25/09
TheCommunityDevelopmentFinancialInstitutions(knownastheCDFIFund)oftheU.S.
DepartmentoftheTreasuryisinterestedinunderstandingthebenefitsthattheNewMarkets
TaxCreditProgrammaybringtolowincomecommunities.Towardsthatend,theCDFIFund
hascontractedwiththeUrbanInstitute,anonprofitpolicyresearchorganizationbasedin
Washington,DC,toconductanevaluationoftheNewMarketsTaxCreditprogram.
TheevaluationisfocusedonanationalsampleofinvestmentsorprojectsinwhichNew
MarketsTaxCreditsareinvolved,including(NAMEPROJECTUSINGQALICBAND/ORCDENAME
ANDOROTHERIDENTIFYINGINFORMATION)inyourcommunity.Projectswereselectedat
randomfromamongallNMTCprojectsfordatacollectionthroughtelephoneinterviewswith
keystakeholders.Ourobjectiveistolearnaboutthe(NAMEPROJECT),includingwhatit
resultedinandwhetheritisconsistentwithcommunityandeconomicneeds,trendsand
strategicplansin(NAMECOMMUNITY).Theevaluationisnotanauditorcompliancereview
andwillhavenoimpactwhatsoeveron(NAMEPROJECT).
Yourparticipationinthisinterviewisvoluntarybutverymuchappreciated,becauseitwill
contributetoabetterunderstandingofhowtheNewMarketsTaxCreditprogramisworking.
Beassuredthatwewillfollowstrictrulestoprotectyourconfidentiality.Theinformationyou
providewillbecombinedwithinformationwereceivefromallotherswhoareinterviewed,and
neitheryourname,youragency/organization’sname,oranyotheridentifyinginformationwill
bepassedalongtotheCDFIFundorpeopleassociatedwith(NAMEPROJECT),ortoothers.
Yournamewillnotbecitedorreportedinanyway.TheCDFIFundwillnotknowwhois
participatingintheseinterviews.Ianticipatethatthecallwilllastabout30minutes.Aswe
synthesizeandanalyzetheinformationyoushare,itwouldhelpustorecordthiscall.Again,
thisrecordingwouldonlybeusedbyusandnotsharedwithanyoneelse.Wouldthatbealright
withyou?Iverymuchappreciateyourcooperation.
ThissurveyhasbeenapprovedbytheOfficeofManagementandBudget,asrequiredbythePaperworkReductionActof
1995,underOMBcontrolnumberXXXXXXXX,whichexpiresonXX/XX/XXXX.Thetimetocompletethisinformation
collectionandanassociatedtelephoneinterviewisestimatedtobe1.25hours,includingtimetoreviewinstructions,
searchexistingdataresources,gatherneededdata,andcompletethesurveyandinterview.Ifyouhaveanycomments
concerningtheaccuracyofthetimeestimateorsuggestionsforimprovingthissurvey,pleasewritetoU.S.Departmentof
theTreasury,CommunityDevelopmentFinancialInstitutionsFund,XXXXXXXXX,Washington,DCXXXXX.
NMTC Evaluation
Community Stakeholder Discussion Guide
A.BACKGROUND
x Respondent’sorganization(ifany)andtitle
B.STRATEGICPLANFORCOMMUNITY/ECONOMICDEVELOPMENT
x Doesjurisdictionhaveastrategicorcomprehensivecommunityand/oreconomic
developmentplan?[Ifyes]:
o Organizations/stakeholdersinvolvedinputtingtheplantogether
o Majorinterests,focus,andusesoftheplan
x Doesthestrategicorcomprehensivecommunityand/oreconomicdevelopmentplan
targetparticulartypesof:
o Areasorneighborhoods?
o Businessesorinstitutions—suchas:lowincome,highpovertyneighborhoods?
o Businessowners—suchasminorityownedbusinessenterprises,womanowned
businessenterprises,disabledveterans,etc.?
o Businesses—suchasincubatorsorstartupsinneighborhoodcommercialareas
inneedofretailrevitalization?
o Industrialorbusinesssectors?
o Commercialareas,industrialareas,orareasinneedofindustrialrevitalization?
o Brownfieldssites?
x
Role/importanceofstrategicorcomprehensivecommunityand/oreconomic
developmentplanindecidingwhichactivities(projects)topursueorwheretopursue
them
C.NAME(Project)ANDITSCOMMUNITYCONTEXT
Theremainderofthisdiscussionfocusesononeparticularprojectwithinthisjurisdiction.It
involvestheNewMarketsTaxCredit(NMTC)program.Specifically,theprojectis(NAME
Project)
x Awarenessorandfamiliaritywith(NAMEProject)?
x
Broadcommunitycontextwithrespectto(NAMEProject)(forexample,history,
circumstances,issues,competinginterests,dominantforces,etc.)
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NMTC Evaluation
Community Stakeholder Discussion Guide
x
Governmentalrole(ifany)withrespecttoeconomicandcommunitydevelopment
issuesasitpertainsto(NAMEProject)
x
Businessclimateinthecommunityasitpertainsto(NAMEProject)
x
Economicdevelopmentchallengesin(NAMECommunity/relevantneighborhood)
x
Roleofadvocacycommunity(businessorresidential),e.g.,generallyactiveorpassive
inissuesinvolvingcommunityandeconomicdevelopment
D.EVOLUTIONOF(NAMEProject)
x Descriptionofhow(NAMEProject)gotstarted,whowasinvolved,including
involvementandrole,ifany,ofpartiesoutsideoftheprincipalstotheproject/deal
x Consistencywith(NAMECommunity’s)strategiccommunity/economicdevelopment
plan;inclusionof(NAMEProject)intheplan
x Fundingorsupportfor(NAMEProject)providedby(NAMECommunity)—including
directfundingortaxabatements,concessions,infrastructuresupport,etc.
x Abilitytoattractprivatecapitalforcommunity/economicdevelopmentprojectsor
activitiestotheareainwhich(NAMEProject)islocated—atthetime(NAMEproject)
wasinitiated.
x (NAMElocalgovernment’s)involvement(ifany)in(NAMEProject)—e.g.,initiatedor
designed,broughttogetherkeyparties,provideddirectfinancialsupport,eminent
domainorcondemnationproceedings,referralstootheragenciesororganizations,etc.
E.ROLEOFNMTCs
x Whatlikelywouldhavehappenedif(NAMEProject)hadnotreceivedNMTCs?
F.PERCEPTIONSOF(NAMEProject)
x Visibilityof(NAMEProject)within(NAMECommunity)
x
Is(NAMEProject)consideredamajororminoractivitywithin(NAMECommunity)?
x
Is(NAMEProject)consideredtobeanasset(viewedpositively)orliability(viewed
negatively)in(NAMECommunity)?
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NMTC Evaluation
Community Stakeholder Discussion Guide
x
Local/regional/nationalmediacoverageof(NAMEProject)
G.OUTCOMES
x Tangiblebenefits(ifany)attributableto(NAMEProject),e.g.:
o Jobscreatedorretained
o Businessesstartedorexpanded
o Infrastructureexpandedorimproved;beautificationoccurred
o Realestatedevelopmentorrehabilitation
o Accesstoretailservicesexpanded
o Accesstosocial/humanservicesexpanded
o Communityfacilitiesdeveloped,expandedorrehabilitated
o Servicesinitiated,improvedorexpanded;taxrevenueswereincreased
o Otherbenefitsoccurred(specify)
x Negativeconsequences(ifany)associatedwith(NAMEProject)
x
Spinoffs/communitybenefits(ifany)attributableto(NAMEProject),e.g.,
o Improvedeconomicstatusandqualityoflife
o Enhancedlocalorinstitutionalcapacity
o Leveragedadditionalinvestment
H.OTHERPERSPECTIVES/CONTACTS
x
Otheruseful/relevantinformationabout(NAMEProject)
x
Otherspersonstospeaktoabout(NAMEProject)
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File Type | application/pdf |
File Title | QALICB SURVEY |
Author | admined |
File Modified | 2010-05-14 |
File Created | 2010-05-14 |