United States

New scorecard process helps validate grants of nearly $5 million


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A state housing finance agency responsible for promoting affordable residential real estate development and other statewide affordable housing resources, sought to ensure more consistency in their grant decision-making process.

In a review of the existing procedures, the agency’s director of operations and staff identified multiple areas that could benefit from an in-depth process analysis. The agency turned to RSM to develop tools and practices to better control the application/decision process to make the final decision clear.

RSM’s approach helped the agency streamline the grant process from end-to-end, refine the initial application, re-define staff roles and responsibilities, update the policies, forms and procedures, and modified the agency’s audit process and performance metrics.

Read the case study to learn how RSM worked with this state agency to help them reach their goals.

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