Past Performance

The work speaks for itself.

Named clients. Specific deliverables. Documented outcomes.

Full Qualifications Package

This page highlights representative examples of completed work. For a more comprehensive overview of The Dean Group's experience, technical expertise, publications, and organizational capabilities, view our full Qualifications Package.

Selected Past Performance

HOME & CDBG Compliance & Training

National Training Delivery: Developed and delivered specialized compliance training to state agencies and grantees nationally, including:

  • CDBG Basics: State of Ohio (2022 & 2024) and State of Kentucky (2021 & 2023)
  • HOME Investment Partnerships Program: Oklahoma Housing Conference (2024)
  • HOME Rental Housing Compliance: National Council of State Housing Agencies (NCSHA) Annual Conferences (2021 & 2022)

Policy Expertise: Maintains a deep working knowledge of the 2025 HOME Final Rule, CDBG timeliness requirements, and national objectives documentation mechanics.

HOME-ARP Policy & Guidance

National HUD Exchange Publications: Created core HOME-ARP technical assistance and guidance materials for elected officials, published directly to the HUD Exchange and made available to all 651 HOME Participating Jurisdictions (PJs) nationwide:

Field Execution: Coordinated 17 training sessions over a two-week window, with personal cross-jurisdictional delivery in Atlanta, Chicago, and Puerto Rico.

Section 3 Regulatory Compliance

Curriculum Design & Facilitation: Delivered 15+ Section 3 training sessions nationally to CPD grantees and subrecipient audiences.

Served as an Office Hours facilitator, resolving complex, real-time Section 3 compliance inquiries.

HUD Exchange Support:

  • Featured in official training videos hosted on the HUD Exchange
  • Served directly on the HUD Ask A Question (AAQ) help desk on behalf of HUD

Environmental Review (Part 58)

Entitlement Administration: Completed 40+ formal Part 58 environmental reviews over a six-year tenure as Compliance Officer for the City of Columbia, South Carolina's Community Development Department, spanning CEST and CENST classifications across diverse activity types.

Subcontracting Expertise: Managed all Part 58 environmental reviews for Santee-Lynches CDC as Compliance Officer (2012–2015), and successfully delivered an additional 15+ Part 58 reviews (CESTs) covering complex housing rehabilitation projects on a post-employment contract basis.

National Training Role: Selected as a named trainer and national Subject Matter Expert (SME) for environmental review in HUD's PRO Housing Launch Webinar Series (2024).

Affordable Housing Program Management

Layered Portfolio Oversight:

  • Direct property management responsibility for 100+ single-family HOME-assisted units and a 32-unit multifamily property with layered HOME, LIHTC, and HTF funding
  • Supervisory responsibility for a statewide team managing 120+ single-family properties and six apartment complexes throughout South Carolina
  • Developed dual HOME/LIHTC compliance framework adopted organization-wide for layered-funding units and trained property managers across the portfolio
  • Held active South Carolina property management license throughout tenure

Compliance Framework Developed: Designed and implemented a custom dual HOME/LIHTC compliance framework including verification checklists, standardized file structures, and monitoring calendars adopted organization-wide.

Entitlement Administration

Full-Cycle PJ Administration: Directly executed entitlement jurisdiction operations, including comprehensive subrecipient monitoring, Part 58 environmental sign-offs, Davis-Bacon/Federal Labor Standards enforcement, Section 3 compliance, Annual Action Plans, CAPER reporting, and Consolidated Plan updates.

Public Engagement Innovation: Created, launched, and facilitated Speak Out, a quarterly public engagement series directly connecting City Council members with constituents to address Analysis of Impediments to Fair Housing Choice findings.