2025 · Housing authority
Mapping Affordable Housing by Council District
A housing authority needed a district-level view of affordable-housing resources and the households served across a city.
What we did
We integrated and de-duplicated authority data, American Community Survey data, and other housing sources; quantified assisted, tax-credit, market-rate, and other affordable units; and mapped the findings with GIS.
Result
The authority received a citywide analysis translated into detailed district summaries and maps for public and leadership use.
2024–25 · Statewide housing administrator
Designing a Medicaid Housing-Subsidy Transition
A statewide administrator needed a clearer way to move households with severe mental illness from short-term to long-term housing subsidy.
What we did
We mapped current and future workflows, drafted a HUD waiver request for participating housing authorities, and created an onboarding toolkit for agencies joining the program.
Result
The program gained a defined transition process, a pathway for requesting federal flexibility, and practical materials for bringing partner agencies on board.
2024 · Large housing authority
Evaluating an Established MTW Program
A large housing authority commissioned an independent assessment of its Moving to Work program, active initiatives, and recent program changes.
What we did
We extracted and analyzed operational data from Yardi, incorporated U.S. Census and other external data, and reviewed the program’s initiatives and significant changes over the prior two years.
Result
The authority received a written third-party evaluation covering the performance and direction of its MTW program.
2024 · New Moving to Work agency
Measuring an Exception Payment Standard
A new MTW agency needed the program-required impact analysis for its exception payment standard activity.
What we did
We structured and performed the analysis needed to examine the activity’s effects and satisfy the agency’s MTW evaluation requirement.
Result
The agency received the required evidence for documenting and reviewing its exception payment standard activity.
2023–24 · Housing authority and county
Drafting an Access Center Funding Opportunity
A county needed a funding opportunity that translated its shelter requirements into a clear solicitation for new homeless-service access centers.
What we did
We worked with housing authority staff to understand the service and facility requirements, then drafted the Notice of Funding Opportunity.
Result
The county received a complete solicitation aligned with the operating requirements for the planned access centers.
2023 · Housing authority
Testing and Implementing New Payment Standards
Before changing voucher payment standards, a housing authority needed to understand the consequences for participating households and its own budget.
What we did
We completed a household- and agency-level impact analysis, presented the tradeoffs to the project team, and worked with operations to configure the selected payment standards and utility allowances in the existing housing system.
Result
Leadership could make the policy decision with a clear view of its effects, and operations had support carrying that decision into the production system.
2023 · Large public housing authority
Coordinating a Choice Neighborhoods Application
A large housing authority needed to assemble a planning-grant application that depended on contributions, evidence, and approvals from across the organization.
What we did
We built and managed the application process, gathered required materials, drafted narrative content, coordinated contributors, and compiled the final package for submission.
Result
The authority delivered a complete, coherent planning-grant application through a coordinated process with clear ownership of deadlines and inputs.
2023 · New Moving to Work agency
Comparing Three MTW Policy Changes
A new MTW agency needed to understand the combined implications of proposed changes to minimum rents, payment standards, and reexamination schedules.
What we did
We performed the MTW-required impact analyses for each activity and organized the findings so the agency could compare the effects of the three policy choices.
Result
The agency received the evidence required to evaluate and document each proposed change.
2022–23 · New Moving to Work agency
Preparing a Cohort 2 Agency’s First MTW Supplement
A newly designated cohort 2 agency needed to turn MTW flexibility into a focused first supplement for HUD review.
What we did
We led working sessions to select and prioritize waivers, analyzed the proposed changes, advised on policy questions, and drafted the supplement language and board materials.
Result
The agency gained a complete first supplement connecting its priorities to specific waivers, documented impacts, and approval requirements.
2022–23 · State agency
Owning a Complex Legal Case Management Rollout
A state agency implementing a Salesforce legal case management system needed owner-side leadership across vendors, data, contracts, and internal decisions.
What we did
We managed the implementation plan, budget, schedule, documentation, and milestones; advised on vendor scopes; coordinated agency and vendor teams; and prepared legacy data for migration.
Result
The agency retained control of a complex multi-party implementation and had one accountable point of coordination for the work required on its side.
2022–23 · New Moving to Work agency
Preparing a Cohort 3 Agency’s First MTW Supplement
A newly designated cohort 3 agency needed to select its initial MTW flexibilities and prepare its first supplement for HUD.
What we did
We facilitated waiver-selection sessions with staff and leadership, completed the impact analysis, advised on policy questions, and drafted supplement and board language.
Result
The agency received a complete first supplement and the supporting analysis and approval materials needed for submission.
2022 · County government
Prioritizing Shelter Capital Investments
A county needed a defensible process for deciding which shelter capital projects should receive limited funding.
What we did
We assessed shelter needs, clarified funding requirements and restrictions with county staff, participated in provider work sessions, and drafted contract scopes and supporting project materials.
Result
The county gained a structured basis for prioritizing projects and moving selected investments toward contracting.
2022–23 · Housing authority
Creating a Simpler Utility Allowance
A housing authority wanted a utility allowance schedule that was easier to administer while remaining responsive to resident and agency impacts.
What we did
We reviewed the available utility data, developed alternative structures, and tested six variations to show how each would affect residents and the agency.
Result
The team received a recommended schedule, a transparent comparison of the alternatives, and concrete next steps for implementation.
2022 · Affordable-housing organization
Turning Financial Waterfalls into an Application
An affordable-housing organization needed a dependable way to calculate property-level financial waterfalls and retain the information used each year.
What we did
We designed and implemented a Salesforce application that automates waterfall calculations while tracking annual financial statements and related compliance activity.
Result
Specialized calculation rules became a repeatable, reviewable workflow connected to the organization’s ongoing property records.
2022 · Housing authority
Leading a Successful MTW Application
A housing authority pursuing MTW designation needed to define its proposed activities and guide the application through public and board review.
What we did
We managed the application, helped the team prioritize activities and interpret cohort requirements, drafted the plan and application, and prepared public presentations, hearing materials, and board documents.
Result
The authority submitted a complete application and was selected for the MTW program.
2022 · Public housing authority
Implementing a Housing Management Platform
A public housing authority needed to implement Yardi across program operations, financial systems, reporting, and staff workflows.
What we did
We managed the implementation, worked with staff and the software vendor to define requirements and training needs, handled agency-side data conversion, configured financial structures, and advised on reporting and operating practices.
Result
The authority had owner-side leadership connecting system configuration, converted data, financial setup, training, and operational decisions.
2021–22 · Housing authority
Redesigning Housing Choice Voucher Procedures
A voucher program needed a shared, reliable picture of how work moved through the organization before it could improve day-to-day operations.
What we did
We mapped the program’s processes and procedures, assembled the related forms into a structured library, identified gaps and improvement opportunities, and trained staff on revised practices.
Result
The authority gained a reusable operating reference and more consistent procedures for managing its Housing Choice Voucher program.
2021 · New Moving to Work agency
Using Impact Analysis to Shape a First MTW Plan
A new cohort 2 agency needed to evaluate its required rent reform and additional waivers before drafting its first MTW supplement.
What we did
Using AvachaTech’s Virtual Impact Analysis software, we modeled the policy changes and organized the results around the choices the agency needed to make.
Result
The agency had household-impact evidence to refine its policies and support informed discussions with HUD.
2020–21 · Housing authority
Launching Landlord and Compliance Portals
A housing authority needed to introduce Yardi portals for landlord services and compliance work while coordinating decisions with the software vendor.
What we did
We managed the portal implementation and served as the liaison between authority staff and Yardi throughout the project.
Result
The authority had a single point of coordination for carrying both portals from vendor discussions into implementation.
2021 · Public agency
Taking Environmental Compliance into the Field
A public agency needed to manage NEPA compliance across federally funded projects without separating field investigations from the official project record.
What we did
We managed the design, build, and implementation of a Salesforce system that tracks projects, environmental review activity, mobile field investigations, and required mitigation.
Result
Compliance staff could manage fieldwork and project documentation in one operational system instead of reconciling disconnected records.
2021 · Public housing organization
Managing the Full Life of Multifamily Investments
A public agency needed one record of its multifamily projects from funding approval through the expiration of agreements and affordability restrictions.
What we did
We managed the design and implementation of a Salesforce application for project pro formas, annual financials, waterfalls and residual receipts, annual assessments, debt service, reserves, bonds, and funding restrictions.
Result
Staff gained a connected project and financial record for monitoring multifamily investments throughout their full compliance period.
2021 · Public housing authority
Coordinating a Voucher Waitlist Opening
A public housing authority needed to reopen its voucher waitlist through a process that coordinated policy, technology, public communication, and staff execution.
What we did
We built the project plan, facilitated weekly meetings, configured the Yardi lottery waitlist, prepared public and board materials, updated letters and forms, reviewed the administrative plan, and guided staff through each stage.
Result
The authority had a coordinated, end-to-end process for opening and administering the waitlist.
2020–21 · Public housing organization
Connecting an Affordable-Housing Funding Process
An affordable-housing lender needed one system to accept developer applications and carry them through a complex funding decision.
What we did
We designed and implemented a Salesforce portal where developers submit applications that are routed to two review panels, scored, sent to internal underwriting, and advanced to award.
Result
A formerly segmented application process became a connected workflow with a clear path from developer submission through funding decision.
2020 · Affordable-housing agencies
Building Virtual Impact Analysis
Housing authorities needed a practical way to test how proposed MTW policy changes could affect the families they serve.
What we did
We designed, developed, and implemented a Salesforce application for performing housing-policy impact studies with household-level agency data.
Result
MTW agencies gained a reusable analytical system for comparing policy choices before implementation.
2020 · County government
Winning Funding for Emergency Shelter Property
During the COVID-19 emergency, a county pursued funding to acquire property where people experiencing homelessness could safely shelter.
What we did
We managed the application, conducted research, drafted the response and required board materials, gathered letters of support, and compiled the submission.
Result
The application was approved, enabling the county to move forward with acquiring a hotel for emergency shelter.
2020 · Public housing authority
Designing an MTW Rent Reform
A housing authority applying to Moving to Work needed to choose a required rent reform and explain its effects to residents, its board, and HUD.
What we did
We modeled how the proposed structure would affect existing households, drafted the MTW plan and application, and prepared presentations, public-hearing materials, and board approvals.
Result
The authority submitted a complete application grounded in household-level analysis and was selected for the MTW program.
2020 · Housing authority and county
Explaining an Emergency Landlord Relief Program
A county board needed a clear explanation of a statewide emergency fund for landlords affected by the COVID-19 pandemic and the housing authority’s role in administering it.
What we did
We prepared the board presentation and memorandum describing the program, its responsibilities, and the authority’s part in distributing the funds.
Result
Decision-makers received a concise, board-ready account of the new program and the local responsibilities it created.
2020 · County government
Standing Up a Regional Homeless-Services Program
A county needed to translate a new regional homeless-services measure into programs, procurements, system rules, and an onboarding plan.
What we did
We prepared board and public materials, reviewed the local implementation plan, mapped needed services, surveyed providers, helped draft two shelter-operator procurements, configured program rules in Yardi, and developed the provider onboarding timeline.
Result
The county received an integrated set of policy, procurement, system, and implementation materials for launching the new services.
2019–20 · Housing authority
Modeling a Change in Occupancy Standards
A housing authority considering new occupancy standards needed to understand the demographic, service, and expenditure effects before changing policy.
What we did
We built a parameter-driven Excel model to measure demographic impacts, the number of additional households that could be served, and changes in agency expenditures.
Result
The authority received a scenario model for comparing the practical consequences of the proposed standard.
2019 · Public agency
Defining the Case for a New Agency System
A public agency considering new software first needed an independent view of its business processes, system gaps, and future requirements.
What we did
We interviewed staff, board members, and legislative stakeholders; documented agency-wide processes and pain points; and consolidated the findings into a feasibility study.
Result
The final report gave the agency a common requirements baseline and the decision framework it needed to prepare a software procurement.
2019 · Public housing organization
Calculating Affordable-Housing Restrictions
A public agency needed to monitor properties with multiple funding sources whose affordability rules could differ or conflict.
What we did
We managed the design and implementation of a Salesforce application that stores property restrictions and automatically determines the most restrictive requirements that apply.
Result
Compliance staff gained a consistent way to identify governing restrictions and assess each property against them.
