ISSUES ADDRESSED IN THE REVIEW OF LOW-INCOME HOUSING PROJECTS:
1. Project Goals, Main Features:
Types of goals: implicit and explicit; clarity; scope; process of setting goals; rationale for project; what is included in project; components:
physical vs. non-physical, project vs. non-project. What project papers say, what don’t they say. How are goals set: ZOPP,
other techniques.
2. Project Organization:
Implementing agency structure; number of agencies; who’s responsible for what; new agency vs. augmenting existing structure;
tasks, coordination; staffing issues: prestige, pay, stability; time frame/schedule, staging.
Big issues: accountability of funds, bookkeeping.
3. Funding Flow/Project Costs:
Terms, sources, dispersal mechanism; tied vs. untied funds; local contributions; project cost distribution.
4. Land Issues: (may not be included, depending on interest)
Selection of projects, expansion areas; competition with other uses; pricing; the Bertaud Model attempt.
5. Affordability:
Rationale, replication; “rules of thumb,” original costs and expansion expenses; issues of income determination; income levels
reached - tradeoffs; market surveys.
6. Cost Recovery,
Items recovered, percent recovered; subsidy issues; cross-subsidy and other techniques; equity, comparison to other developments.;
comparison to the informal market.
7. User Issues:
Selection; target income levels, eligibility; advertisement; forms, user requirements; allocation of lots; training. Filtering through
applications.
8. Loan Issues:
Payment terms, time issues, loan options: Materials vs. money; payment alternatives; informal payment mechanism; collection,
default. Upfront vs back end emphasis.
9. Community Participation/Self-Help:
Previous experience, traditional arrangements; future potentials; administrative requirements/pre-conditions.
10. Monitoring/Evaluation:
Purpose; what to monitor, how and who; reliability, validity, incorporation of feedback.
11. Post-Project Issues:
Speculation, resale, turnover; impact on adjacent developments; removal of administrative support; long-term community development.