Below are representative project summaries of some of FUND’s core products including surveys, needs assessment/market studies, feasibility studies, Board session facilitation, program evaluation, and marketing and strategic planning.
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Certification and Compliance Center| Operational Support Services | Strategic Services Packages
Certification and Compliance Center
CDFI Readiness Assessment & Certification Application
Client: FNBC Bank. Need: To achieve CDFI certification. Description: FUND Consulting worked with FNBC Bank, a rural financial institution with a community development focus, in 2015 to help the bank achieve status as a certified CDFI. The project started with a CDFI Readiness Assessment which assessed FNBC\’s compliance with all CDFI tests. Once the assessment […]
CDFI Readiness Assessment
Client: Housing Solutions of Northern Arizona. Need: To assess readiness for becoming certified as a CDFI. Description: In 2016, FUND Consulting worked with Housing Solutions of Norther Arizona to help formulate an action plan to become a certified CDFI. As the organization did not engage in direct lending, FUND Consulting assessed compliance with all other […]
CDFI Recertification Application
Client: Community LendingWorks. Need: To maintain CDFI designation. Description: In 2015, FUND Consulting worked with Community LendingWorks (CLW) to recertify the loan fund as a CDFI. The project consisted of an analysis of CLW’s Target Market, compliance with all tests, and submission of the certification application. The result was CLW maintaining its certification status.
CDFI Certification Application
Client: North Coast Credit Union. Need: To achieve CDFI certification. Description: FUND Consulting worked with North Coast Credit union in 2015 to help them achieve status as a certified CDFI. The project included an overview of CDFI certification, an assessment of compliance with all CDFI tests, and the submission of a CDFI certification application. The […]
Strategic Services Packages
Strategic Capacity Building
Client: Chicago Neighborhood Initiatives Micro Finance Group (CNIMFG). Need: Strategic Capacity Building. Description: In May 2013, a Chicago based emerging CDFI engaged FUND Consulting to complete a CDFI Readiness Assessment to understand the organization’s potential of becoming a CDFI. The FUND Consulting project team analyzed the organization, its financials, and its Board to assess fulfillment […]
Strategic Capacity Building
Client: Valley Economic Development Corporation. Need: Strategic Capacity Building. Description: Since 2013, FUND Consulting has worked with Valley Economic Development Corporation (VEDC) to support the CDFI in its funding, certification, and planning initiatives. FUND Consulting has helped VEDC receive $1.7 million in funding from the CDFI fund, remain in compliance with reporting requirements to the CDFI […]
Strategic Capacity Building
Client: Citizen Potawatomi Community Development Corporation. Need: Strategic Capacity Building. Description: FUND Consulting has been working with the Citizen Potawatomi CDC, a non profit community development organization, to build strategic capacity secure funding for organizational capacity building and project specific initiatives. Since 2005, FUND’s team has written successful grant applications resulting in over $8.3 million […]
Strategic Capacity Building
Client: Central Bank of Kansas City. Need: Strategic Capacity Building. Description: Since 2012, FUND Consulting has been a strategic partner with the Central Bank of Kansas City (CBKC) through the provision of comprehensive consulting packages. FUND Consulting has helped CBKC receive $3.7 million in funding from the CDFI Fund, remain in compliance with reporting requirements to […]
Strategic Capacity Building
Client: Alternatives Federal Credit Union. Need: Strategic Capacity Building. Description: Since 2013, FUND Consulting has worked with Alternatives Federal Credit Union to support the CDFI in its funding, certification, and planning initiatives. FUND Consulting has helped Alternatives receive $2.9 million in funding from the CDFI fund, remain in compliance with reporting requirements to the CDFI Fund, […]
Strategic Services Packages
Strategic Capacity Building
Client: Chicago Neighborhood Initiatives Micro Finance Group (CNIMFG). Need: Strategic Capacity Building. Description: In May 2013, a Chicago based emerging CDFI engaged FUND Consulting to complete a CDFI Readiness Assessment to understand the organization’s potential of becoming a CDFI. The FUND Consulting project team analyzed the organization, its financials, and its Board to assess fulfillment […]
Strategic Capacity Building
Client: Valley Economic Development Corporation. Need: Strategic Capacity Building. Description: Since 2013, FUND Consulting has worked with Valley Economic Development Corporation (VEDC) to support the CDFI in its funding, certification, and planning initiatives. FUND Consulting has helped VEDC receive $1.7 million in funding from the CDFI fund, remain in compliance with reporting requirements to the CDFI […]
Strategic Capacity Building
Client: Citizen Potawatomi Community Development Corporation. Need: Strategic Capacity Building. Description: FUND Consulting has been working with the Citizen Potawatomi CDC, a non profit community development organization, to build strategic capacity secure funding for organizational capacity building and project specific initiatives. Since 2005, FUND’s team has written successful grant applications resulting in over $8.3 million […]
Strategic Capacity Building
Client: Central Bank of Kansas City. Need: Strategic Capacity Building. Description: Since 2012, FUND Consulting has been a strategic partner with the Central Bank of Kansas City (CBKC) through the provision of comprehensive consulting packages. FUND Consulting has helped CBKC receive $3.7 million in funding from the CDFI Fund, remain in compliance with reporting requirements to […]
Strategic Capacity Building
Client: Alternatives Federal Credit Union. Need: Strategic Capacity Building. Description: Since 2013, FUND Consulting has worked with Alternatives Federal Credit Union to support the CDFI in its funding, certification, and planning initiatives. FUND Consulting has helped Alternatives receive $2.9 million in funding from the CDFI fund, remain in compliance with reporting requirements to the CDFI Fund, […]