Community Development Project Readiness Assessment

Managing a community real estate project often requires coordinated documentation, reliable project data, clear reporting responsibilities, and defensible evidence of community impact.

Complete this brief assessment to identify potential gaps in your project’s documentation controls, data systems, reporting readiness, impact tracking, and onboarding processes.

This assessment is intended for community development organizations, real estate developers, project sponsors, QALICBs, nonprofit developers, and organizations managing projects supported by tax credits, grants, public incentives, CDFI or CDE financing, or other regulated funding.

Please do not submit confidential, personally identifiable, financial account, or legally privileged information through this form.

Project Profile

Reporting Obligations

Has your project team identified all organizations or agencies that require project reports, certifications, supporting records, or compliance updates?

Yes, all reporting entities have been identified

Most have been identified, but some requirements remain unclear

We know some of them, but do not have a complete list

No, reporting entities have not been fully identified

Not sure

How confident are you that your organization can meet upcoming reporting deadlines with complete and accurate information?

1 Star = Not confident

5 Stars = Highly confident

Documentation Controls

Does the project maintain a controlled inventory of required documents and supporting evidence?

Yes, a complete inventory or document register is maintained

A partial inventory exists

Documents are organized, but no formal inventory exists

Documents are stored across multiple locations without centralized tracking

Not sure

Please rate the consistency of your document naming, version control, access permissions, and retention practices.

1 Star = Very inconsistent

5 Stars = Highly consistent

Data Governance and Reporting Systems

How are reporting responsibilities and data ownership currently defined?

Clearly documented and assigned

Generally understood but not documented

Assigned differently depending on the report

Responsibilities are unclear or frequently changing

No formal ownership structure

Other

Which community impact outcomes does your project track or expect to track?

Units created, preserved, or occupied

Jobs created or retained

Businesses assisted or square footage developed

Resident income, demographics, or affordability

Community services or participant outcomes

Environmental or sustainability outcomes

Neighborhood investment or economic activity

Other

How well can your organization connect reported impact metrics to reliable source evidence?

Very well; evidence is consistently maintained and traceable

Generally well, with occasional gaps

Inconsistently; evidence depends on the metric or project team

Poorly; supporting evidence is often difficult to locate

We do not currently track impact metrics

Other

Project Onboarding and Accountability

How formalized is your project onboarding process for staff, consultants, partners, and contractors?

1 Star = Not formalized

5 Stars = Fully documented and consistently followed

Results and Contact Information

You have completed the readiness questions. Please provide your contact information so Deihm Professional Services can review your responses and identify the areas that may warrant further discussion.

First name

Last name

Organization name

Your role or title

Your email

Business phone

Mobile phone

SMS Communications Consent (Optional)

I agree to receive text messages from Deihm Professional Services, LLC regarding my inquiry, appointments, and service-related updates. Message and data rates may apply. Reply STOP to opt out at any time.

Project location

City and state only. Please do not provide a street address.

When would you like to address the identified readiness needs?

What type of follow-up would be most helpful?

A brief discovery conversation

Information about a Project Documentation and Reporting Readiness Review

Assistance identifying and organizing reporting obligations

Document control or project-file support

Data governance or reporting-quality support

Community impact tracking support

Project onboarding and accountability support

General information only

Other

Is there anything else you would like us to understand about your project’s operational readiness?

Please provide only a general description. Do not include confidential, privileged, personally identifiable, banking, tax-return, or sensitive transaction information.

Our Terms & Conditions

Our Privacy Policy

Our Data Security Policy

SCHEDULE A PROJECT READINESS DISCOVERY CALL

NNA NSA VERIFIED

NNA Certified Notary & Signing Agent Badge

Professional Memberships & Credentials

PAN ACCREDITED

IIBA CERTIFIED

GOOGLE ANALYTICS